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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 | $37,235 | $88,815-58.1% | $81,882-54.5% | $145,897-74.5% |
| Participation rate | 18.2% | 75.1%-56.9pp | 72.4%-54.2pp | 80.3%-62.1pp |
| Annual return | 13.36% | 1033.75%-1020.4pp | 779.47%-766.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,548 | $4,647-45.2% | $4,323-41.1% | $6,689-61.9% |
| Admin fee / account holder | $955 | $8,434-88.7% | $7,360-87.0% | $13,390-92.9% |