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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 | $60,508 | $106,923-43.4% | $84,023-28.0% | $152,909-60.4% |
| Participation rate | 47.4% | 75.3%-27.9pp | 69.0%-21.7pp | 82.5%-35.1pp |
| Annual return | 18.09% | 105.02%-86.9pp | 71.32%-53.2pp | 345.46%-327.4pp |
| Employer contribution / active EE | $249 | $2,735-90.9% | $1,984-87.5% | $4,764-94.8% |
| Participant deferral / active EE | $1,259 | $4,013-68.6% | $3,239-61.1% | $5,851-78.5% |
| Admin fee / account holder | $1,486 | $8,289-82.1% | $6,102-75.7% | $11,601-87.2% |