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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 | $42,349 | $63,346-33.1% | $92,240-54.1% | $70,126-39.6% |
| Participation rate | 42.5% | 68.7%-26.2pp | 76.5%-34.0pp | 69.5%-27.0pp |
| Annual return | 13.21% | 530.19%-517.0pp | 176.29%-163.1pp | 73.15%-59.9pp |
| Employer contribution / active EE | $45 | $2,471-98.2% | $3,680-98.8% | $2,343-98.1% |
| Participant deferral / active EE | $1,723 | $2,854-39.6% | $3,897-55.8% | $3,332-48.3% |
| Admin fee / account holder | $10,260 | $3,841+167.1% | $5,194+97.5% | $4,645+120.9% |