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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 | $5,400 | $149,040-96.4% | $120,225-95.5% | $137,256-96.1% |
| Participation rate | 58.8% | 75.4%-16.6pp | 69.6%-10.8pp | 80.0%-21.1pp |
| Annual return | 11.83% | 605.68%-593.9pp | 439.23%-427.4pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,413 | $4,655-69.6% | $3,999-64.7% | $6,407-77.9% |
| Admin fee / account holder | $1,962 | $6,348-69.1% | $5,696-65.6% | $12,270-84.0% |