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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 | $25,829 | $58,311-55.7% | $81,882-68.5% | $80,959-68.1% |
| Participation rate | 24.1% | 63.5%-39.3pp | 72.4%-48.2pp | 67.7%-43.5pp |
| Annual return | 13.81% | 41.85%-28.0pp | 779.47%-765.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $976 | $3,287-70.3% | $4,323-77.4% | $4,300-77.3% |
| Admin fee / account holder | $3,193 | $4,752-32.8% | $7,360-56.6% | $6,925-53.9% |