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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 | $48,603 | $58,311-16.6% | $81,882-40.6% | $80,959-40.0% |
| Participation rate | 34.2% | 63.5%-29.3pp | 72.4%-38.2pp | 67.7%-33.5pp |
| Annual return | 15.41% | 41.85%-26.4pp | 779.47%-764.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $49 | $2,347-97.9% | $2,916-98.3% | $2,757-98.2% |
| Participant deferral / active EE | $756 | $3,287-77.0% | $4,323-82.5% | $4,300-82.4% |
| Admin fee / account holder | $916 | $4,752-80.7% | $7,360-87.6% | $6,925-86.8% |