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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 | $68,011 | $97,732-30.4% | $83,831-18.9% | $135,380-49.8% |
| Participation rate | 23.5% | 80.0%-56.4pp | 76.1%-52.6pp | 82.6%-59.1pp |
| Annual return | -9.25% | 1287.56%-1296.8pp | 850.99%-860.2pp | 519.81%-529.1pp |
| Employer contribution / active EE | $520 | $4,222-87.7% | $3,631-85.7% | $4,779-89.1% |
| Participant deferral / active EE | $2,673 | $4,683-42.9% | $4,082-34.5% | $5,609-52.3% |
| Admin fee / account holder | $7,336 | $6,675+9.9% | $5,479+33.9% | $10,828-32.2% |