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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 | $123,253 | $28,624+330.6% | $53,647+129.8% | $82,637+49.1% |
| Participation rate | 20.0% | 47.3%-27.3pp | 56.3%-36.3pp | 68.1%-48.1pp |
| Annual return | 17.67% | 664.98%-647.3pp | 358.33%-340.7pp | 53.51%-35.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $587 | $1,196-50.9% | $1,813-67.6% | $4,126-85.8% |
| Admin fee / account holder | $555 | $2,022-72.5% | $2,460-77.4% | $7,339-92.4% |