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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 | $70,676 | $103,038-31.4% | $90,324-21.8% | $152,909-53.8% |
| Participation rate | 40.9% | 75.9%-35.0pp | 73.3%-32.4pp | 82.5%-41.5pp |
| Annual return | 18.75% | 95.25%-76.5pp | 78.15%-59.4pp | 345.46%-326.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,203 | $4,282-71.9% | $3,885-69.0% | $5,851-79.4% |
| Admin fee / account holder | $21,148 | $6,177+242.3% | $5,356+294.9% | $11,601+82.3% |