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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 | $63,893 | $79,189-19.3% | $102,457-37.6% | $74,400-14.1% |
| Participation rate | 69.5% | 74.8%-5.2pp | 76.5%-7.0pp | 67.2%+2.3pp |
| Annual return | 16.53% | 54.98%-38.5pp | 29.41%-12.9pp | 1367.51%-1351.0pp |
| Employer contribution / active EE | $718 | $2,362-69.6% | $3,022-76.3% | $2,624-72.7% |
| Participant deferral / active EE | $2,665 | $4,415-39.6% | $5,054-47.3% | $4,348-38.7% |
| Admin fee / account holder | $5,674 | $2,002+183.4% | $9,451-40.0% | $1,944+191.9% |