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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 | $19,462 | $84,236-76.9% | $170,435-88.6% | $70,126-72.2% |
| Participation rate | 34.0% | 70.8%-36.8pp | 83.6%-49.6pp | 69.5%-35.5pp |
| Annual return | 16.36% | 23.06%-6.7pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $78 | $3,387-97.7% | $5,432-98.6% | $2,343-96.7% |
| Participant deferral / active EE | $1,101 | $3,086-64.3% | $4,939-77.7% | $3,332-67.0% |
| Admin fee / account holder | $2,352 | $5,698-58.7% | $13,881-83.1% | $4,645-49.4% |