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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 | $176,118 | $36,948+376.7% | $73,658+139.1% | $87,485+101.3% |
| Participation rate | 2.3% | 46.8%-44.5pp | 57.0%-54.7pp | 68.9%-66.6pp |
| Annual return | 17.18% | 28.64%-11.5pp | 29.72%-12.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $34 | $670-94.9% | $1,032-96.7% | $2,596-98.7% |
| Participant deferral / active EE | $1,256 | $1,379-8.9% | $2,062-39.1% | $4,274-70.6% |
| Admin fee / account holder | $3,862 | $2,531+52.6% | $3,357+15.1% | $7,775-50.3% |