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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 | $31,652 | $45,566-30.5% | $64,105-50.6% | $59,633-46.9% |
| Participation rate | 40.8% | 60.2%-19.4pp | 68.2%-27.4pp | 68.7%-27.9pp |
| Annual return | 162.32% | 4.95%+157.4pp | 791.24%-628.9pp | 2041.45%-1879.1pp |
| Employer contribution / active EE | $130 | $934-86.1% | $1,820-92.8% | $2,203-94.1% |
| Participant deferral / active EE | $1,082 | $2,057-47.4% | $2,822-61.6% | $3,192-66.1% |
| Admin fee / account holder | $5,569 | $3,268+70.4% | $4,499+23.8% | $4,297+29.6% |