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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 | $33,625 | $58,264-42.3% | $86,617-61.2% | $71,495-53.0% |
| Participation rate | 24.8% | 65.0%-40.2pp | 71.7%-46.9pp | 67.9%-43.2pp |
| Annual return | 16.52% | 21.63%-5.1pp | 591.91%-575.4pp | 28.85%-12.3pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,023-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,672 | $3,436-51.3% | $4,437-62.3% | $4,291-61.0% |
| Admin fee / account holder | $1,591 | $1,057+50.5% | $5,613-71.7% | $1,588+0.2% |