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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 | $90,826 | $79,223+14.6% | $102,460-11.4% | $74,478+21.9% |
| Participation rate | 50.0% | 74.8%-24.8pp | 76.5%-26.5pp | 67.2%-17.2pp |
| Annual return | 15.82% | 54.98%-39.2pp | 29.47%-13.7pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $590 | $2,363-75.1% | $3,025-80.5% | $2,626-77.6% |
| Participant deferral / active EE | $2,417 | $4,417-45.3% | $5,056-52.2% | $4,350-44.4% |
| Admin fee / account holder | $7,748 | $2,003+286.8% | $9,460-18.1% | $1,946+298.2% |