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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 | $26,681 | $81,276-67.2% | $155,574-82.8% | $80,925-67.0% |
| Participation rate | 36.9% | 66.2%-29.3pp | 78.2%-41.3pp | 67.7%-30.8pp |
| Annual return | 13.18% | 33.36%-20.2pp | 64.87%-51.7pp | 35.65%-22.5pp |
| Employer contribution / active EE | $312 | $3,103-90.0% | $4,676-93.3% | $2,756-88.7% |
| Participant deferral / active EE | $1,227 | $3,453-64.5% | $5,629-78.2% | $4,299-71.4% |
| Admin fee / account holder | $1,097 | $7,993-86.3% | $15,914-93.1% | $6,940-84.2% |