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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 | $40,054 | $72,071-44.4% | $68,368-41.4% | $137,256-70.8% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.0%-63.3pp |
| Annual return | 14.33% | 353.14%-338.8pp | 292.57%-278.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $296 | $2,788-89.4% | $2,649-88.8% | $4,156-92.9% |
| Participant deferral / active EE | $830 | $4,410-81.2% | $4,123-79.9% | $6,407-87.1% |
| Admin fee / account holder | $685 | $5,336-87.2% | $5,150-86.7% | $12,270-94.4% |