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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 | $19,831 | $77,908-74.5% | $149,696-86.8% | $75,173-73.6% |
| Participation rate | 31.3% | 65.6%-34.3pp | 78.8%-47.5pp | 67.2%-36.0pp |
| Annual return | 14.97% | 31.73%-16.8pp | 134.46%-119.5pp | 160.72%-145.8pp |
| Employer contribution / active EE | $346 | $3,138-89.0% | $4,821-92.8% | $2,671-87.0% |
| Participant deferral / active EE | $1,112 | $3,411-67.4% | $5,682-80.4% | $4,126-73.0% |
| Admin fee / account holder | $4,685 | $5,950-21.2% | $13,212-64.5% | $5,651-17.1% |