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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,363 | $124,980-82.1% | $108,359-79.4% | $154,746-85.5% |
| Participation rate | 31.6% | 75.2%-43.6pp | 70.1%-38.5pp | 80.7%-49.1pp |
| Annual return | 13.65% | 45.00%-31.4pp | 36.89%-23.2pp | 172.34%-158.7pp |
| Employer contribution / active EE | $517 | $2,851-81.9% | $2,399-78.5% | $4,379-88.2% |
| Participant deferral / active EE | $1,859 | $4,743-60.8% | $4,137-55.1% | $6,730-72.4% |
| Admin fee / account holder | $6,652 | $11,502-42.2% | $9,741-31.7% | $14,365-53.7% |