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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 | $32,420 | $60,119-46.1% | $90,430-64.1% | $79,858-59.4% |
| Participation rate | 31.6% | 65.0%-33.4pp | 72.7%-41.1pp | 69.6%-38.1pp |
| Annual return | 14.31% | 71.94%-57.6pp | 1293.73%-1279.4pp | 31.72%-17.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $838 | $2,938-71.5% | $3,963-78.9% | $3,740-77.6% |
| Admin fee / account holder | $1,742 | $3,976-56.2% | $5,613-69.0% | $5,306-67.2% |