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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 | $24,236 | $60,119-59.7% | $90,430-73.2% | $79,858-69.7% |
| Participation rate | 65.8% | 65.0%+0.8pp | 72.7%-6.9pp | 69.6%-3.8pp |
| Annual return | 12.92% | 71.94%-59.0pp | 1293.73%-1280.8pp | 31.72%-18.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,232 | $2,938-58.1% | $3,963-68.9% | $3,740-67.1% |
| Admin fee / account holder | $536 | $3,976-86.5% | $5,613-90.5% | $5,306-89.9% |