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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 | $18,359 | $51,207-64.1% | $70,565-74.0% | $71,529-74.3% |
| Participation rate | 40.4% | 59.4%-19.0pp | 68.4%-28.0pp | 67.9%-27.6pp |
| Annual return | 15.22% | 42.71%-27.5pp | 32.79%-17.6pp | 28.97%-13.7pp |
| Employer contribution / active EE | $165 | $1,795-90.8% | $2,976-94.4% | $2,590-93.6% |
| Participant deferral / active EE | $1,003 | $3,033-66.9% | $4,568-78.0% | $4,291-76.6% |
| Admin fee / account holder | $1,587 | $2,002-20.7% | $6,430-75.3% | $1,588-0.1% |