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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 | $33,129 | $61,125-45.8% | $94,057-64.8% | $87,485-62.1% |
| Participation rate | 38.6% | 64.1%-25.4pp | 73.3%-34.7pp | 68.9%-30.3pp |
| Annual return | 13.79% | 35.20%-21.4pp | 480.62%-466.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $153 | $2,136-92.9% | $2,933-94.8% | $2,596-94.1% |
| Participant deferral / active EE | $1,591 | $3,260-51.2% | $4,709-66.2% | $4,274-62.8% |
| Admin fee / account holder | $5,763 | $5,629+2.4% | $7,244-20.4% | $7,775-25.9% |