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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 | $29,294 | $63,346-53.8% | $92,240-68.2% | $70,126-58.2% |
| Participation rate | 40.0% | 68.7%-28.7pp | 76.5%-36.5pp | 69.5%-29.5pp |
| Annual return | 15.67% | 530.19%-514.5pp | 176.29%-160.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $189 | $2,471-92.4% | $3,680-94.9% | $2,343-91.9% |
| Participant deferral / active EE | $1,887 | $2,854-33.9% | $3,897-51.6% | $3,332-43.4% |
| Admin fee / account holder | $11,192 | $3,841+191.4% | $5,194+115.5% | $4,645+140.9% |