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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 | $101,957 | $65,390+55.9% | $169,385-39.8% | $71,495+42.6% |
| Participation rate | 38.1% | 67.0%-28.9pp | 77.2%-39.1pp | 67.9%-29.8pp |
| Annual return | 15.51% | 21.31%-5.8pp | 405.82%-390.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $369 | $2,079-82.3% | $4,012-90.8% | $2,589-85.8% |
| Participant deferral / active EE | $3,596 | $4,367-17.7% | $6,221-42.2% | $4,291-16.2% |
| Admin fee / account holder | $23,609 | $1,324+1682.8% | $9,011+162.0% | $1,588+1387.0% |