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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 | $42,349 | $63,346-33.1% | $92,240-54.1% | $70,126-39.6% |
| Participation rate | 51.6% | 68.7%-17.1pp | 76.5%-24.9pp | 69.5%-17.9pp |
| Annual return | 13.83% | 530.19%-516.4pp | 176.29%-162.5pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,425 | $2,854-15.0% | $3,897-37.8% | $3,332-27.2% |
| Admin fee / account holder | $417 | $3,841-89.1% | $5,194-92.0% | $4,645-91.0% |