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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 | $19,012 | $48,570-60.9% | $130,660-85.4% | $72,975-73.9% |
| Participation rate | 64.4% | 58.6%+5.9pp | 71.7%-7.3pp | 69.5%-5.0pp |
| Annual return | 17.44% | 38.63%-21.2pp | 1709.29%-1691.9pp | 81.01%-63.6pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,014 | $2,384+68.4% | $3,603+11.4% | $3,608+11.2% |
| Admin fee / account holder | $1,741 | $3,549-50.9% | $5,463-68.1% | $5,124-66.0% |