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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 | $53,257 | $93,345-42.9% | $119,126-55.3% | $87,485-39.1% |
| Participation rate | 28.3% | 68.7%-40.4pp | 75.8%-47.5pp | 68.9%-40.6pp |
| Annual return | 16.63% | 19.08%-2.5pp | 282.11%-265.5pp | 26.06%-9.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,157 | $4,099+1.4% | $5,318-21.8% | $4,274-2.7% |
| Admin fee / account holder | $3,712 | $8,039-53.8% | $10,693-65.3% | $7,775-52.3% |