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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 | $33,633 | $110,551-69.6% | $80,741-58.3% | $167,518-79.9% |
| Participation rate | 35.7% | 64.0%-28.2pp | 54.2%-18.4pp | 82.1%-46.4pp |
| Annual return | 7.12% | 120.57%-113.4pp | 87.30%-80.2pp | 478.71%-471.6pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $560 | $2,870-80.5% | $2,145-73.9% | $6,342-91.2% |
| Admin fee / account holder | $10,505 | $4,547+131.0% | $3,380+210.8% | $12,312-14.7% |