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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 | $21,975 | $77,449-71.6% | $69,483-68.4% | $152,909-85.6% |
| Participation rate | 26.1% | 78.1%-52.0pp | 74.6%-48.5pp | 82.5%-56.4pp |
| Annual return | 23.08% | 39.09%-16.0pp | 28.99%-5.9pp | 345.46%-322.4pp |
| Employer contribution / active EE | $159 | $3,316-95.2% | $2,780-94.3% | $4,764-96.7% |
| Participant deferral / active EE | $2,761 | $4,415-37.5% | $3,537-21.9% | $5,851-52.8% |
| Admin fee / account holder | $19,040 | $6,210+206.6% | $3,841+395.7% | $11,601+64.1% |