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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 | $37,202 | $88,815-58.1% | $81,882-54.6% | $145,897-74.5% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 23.06% | 1033.75%-1010.7pp | 779.47%-756.4pp | 552.29%-529.2pp |
| Employer contribution / active EE | $218 | $3,086-92.9% | $2,916-92.5% | $4,663-95.3% |
| Participant deferral / active EE | $1,186 | $4,647-74.5% | $4,323-72.6% | $6,689-82.3% |
| Admin fee / account holder | $1,422 | $8,434-83.1% | $7,360-80.7% | $13,390-89.4% |