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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 | $26,813 | $99,032-72.9% | $80,022-66.5% | $135,380-80.2% |
| Participation rate | 52.2% | 78.4%-26.2pp | 75.8%-23.7pp | 82.6%-30.5pp |
| Annual return | 23.53% | 15.39%+8.1pp | 11.22%+12.3pp | 519.81%-496.3pp |
| Employer contribution / active EE | $217 | $3,043-92.9% | $2,468-91.2% | $4,779-95.5% |
| Participant deferral / active EE | $1,719 | $4,282-59.8% | $3,686-53.4% | $5,609-69.3% |
| Admin fee / account holder | $1,038 | $10,436-90.1% | $6,521-84.1% | $10,828-90.4% |