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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 | $37,220 | $45,900-18.9% | $94,057-60.4% | $64,340-42.2% |
| Participation rate | 37.0% | 50.6%-13.6pp | 73.3%-36.3pp | 55.2%-18.2pp |
| Annual return | 15.33% | 50.47%-35.1pp | 480.62%-465.3pp | 24.14%-8.8pp |
| Employer contribution / active EE | $118 | $1,612-92.7% | $2,933-96.0% | $1,862-93.6% |
| Participant deferral / active EE | $802 | $2,102-61.9% | $4,709-83.0% | $2,980-73.1% |
| Admin fee / account holder | $640 | $3,143-79.6% | $7,244-91.2% | $3,703-82.7% |