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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 | $42,545 | $64,959-34.5% | $158,226-73.1% | $69,733-39.0% |
| Participation rate | 19.3% | 52.1%-32.8pp | 74.8%-55.5pp | 62.5%-43.2pp |
| Annual return | 17.85% | 18.37%-0.5pp | 501.41%-483.6pp | 15.22%+2.6pp |
| Employer contribution / active EE | $0 | $1,361-100.0% | $2,986-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,178 | $2,394-50.8% | $4,317-72.7% | $3,054-61.4% |
| Admin fee / account holder | $4,640 | $3,340+38.9% | $10,217-54.6% | $3,102+49.6% |