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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 | $11,186 | $45,079-75.2% | $69,461-83.9% | $72,983-84.7% |
| Participation rate | 64.0% | 68.5%-4.5pp | 74.6%-10.6pp | 69.5%-5.5pp |
| Annual return | 17.24% | 22.65%-5.4pp | 28.97%-11.7pp | 81.01%-63.8pp |
| Employer contribution / active EE | $305 | $2,055-85.2% | $2,779-89.0% | $2,440-87.5% |
| Participant deferral / active EE | $817 | $2,603-68.6% | $3,536-76.9% | $3,608-77.4% |
| Admin fee / account holder | $1,274 | $3,056-58.3% | $3,840-66.8% | $5,124-75.1% |