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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 | $29,572 | $60,139-50.8% | $90,461-67.3% | $79,856-63.0% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 20.79% | 71.96%-51.2pp | 1294.76%-1274.0pp | 31.71%-10.9pp |
| Employer contribution / active EE | $93 | $2,069-95.5% | $3,264-97.2% | $2,471-96.3% |
| Participant deferral / active EE | $5,399 | $2,939+83.7% | $3,964+36.2% | $3,741+44.3% |
| Admin fee / account holder | $2,361 | $3,978-40.6% | $5,617-58.0% | $5,306-55.5% |