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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 | $73,113 | $63,346+15.4% | $92,240-20.7% | $70,126+4.3% |
| Participation rate | 38.9% | 68.7%-29.8pp | 76.5%-37.6pp | 69.5%-30.7pp |
| Annual return | 14.74% | 530.19%-515.5pp | 176.29%-161.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $145 | $2,471-94.1% | $3,680-96.1% | $2,343-93.8% |
| Participant deferral / active EE | $1,446 | $2,854-49.3% | $3,897-62.9% | $3,332-56.6% |
| Admin fee / account holder | $734 | $3,841-80.9% | $5,194-85.9% | $4,645-84.2% |