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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 | $33,290 | $111,878-70.2% | $93,727-64.5% | $145,897-77.2% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 11.96% | 204.28%-192.3pp | 133.83%-121.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $367 | $3,092-88.1% | $2,421-84.9% | $4,663-92.1% |
| Participant deferral / active EE | $1,725 | $4,920-64.9% | $4,417-60.9% | $6,689-74.2% |
| Admin fee / account holder | $654 | $10,256-93.6% | $8,292-92.1% | $13,390-95.1% |