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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 | $35,792 | $110,083-67.5% | $151,639-76.4% | $68,486-47.7% |
| Participation rate | 39.6% | 84.0%-44.3pp | 87.5%-47.9pp | 67.9%-28.3pp |
| Annual return | 68.96% | -10.12%+79.1pp | 3.34%+65.6pp | -7.85%+76.8pp |
| Employer contribution / active EE | $1,175 | $4,470-73.7% | $6,165-80.9% | $2,597-54.8% |
| Participant deferral / active EE | $3,818 | $6,526-41.5% | $8,363-54.4% | $4,028-5.2% |
| Admin fee / account holder | $36,264 | $7,718+369.9% | $11,613+212.3% | $5,404+571.1% |