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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 | $60,288 | $79,181-23.9% | $102,423-41.1% | $74,429-19.0% |
| Participation rate | 32.6% | 74.8%-42.2pp | 76.5%-43.9pp | 67.2%-34.7pp |
| Annual return | 40.26% | 54.97%-14.7pp | 29.42%+10.8pp | 1368.38%-1328.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,626 | $4,416-40.5% | $5,054-48.0% | $4,348-39.6% |
| Admin fee / account holder | $12,491 | $2,002+524.0% | $9,455+32.1% | $1,944+542.4% |