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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 | $70,080 | $41,016+70.9% | $152,093-53.9% | $64,097+9.3% |
| Participation rate | 8.7% | 51.3%-42.7pp | 77.8%-69.1pp | 55.2%-46.5pp |
| Annual return | 13.14% | 39.60%-26.5pp | 66.36%-53.2pp | 34.64%-21.5pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $660 | $1,927-65.8% | $5,451-87.9% | $3,080-78.6% |
| Admin fee / account holder | $1,517 | $2,305-34.2% | $14,497-89.5% | $3,454-56.1% |