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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 | $37,378 | $106,008-64.7% | $92,240-59.5% | $147,586-74.7% |
| Participation rate | 10.0% | 80.4%-70.4pp | 76.5%-66.5pp | 82.8%-72.8pp |
| Annual return | 13.45% | 50.05%-36.6pp | 176.29%-162.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $439 | $4,333-89.9% | $3,680-88.1% | $4,876-91.0% |
| Participant deferral / active EE | $3,175 | $4,478-29.1% | $3,897-18.5% | $5,439-41.6% |
| Admin fee / account holder | $352 | $6,333-94.4% | $5,194-93.2% | $10,886-96.8% |