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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 | $46,871 | $65,575-28.5% | $86,209-45.6% | $75,181-37.7% |
| Participation rate | 44.1% | 60.5%-16.4pp | 69.0%-24.9pp | 67.2%-23.1pp |
| Annual return | 16.71% | 46.07%-29.4pp | 1169.05%-1152.3pp | 160.69%-144.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,655 | $3,023-12.2% | $3,986-33.4% | $4,126-35.7% |
| Admin fee / account holder | $8,435 | $5,470+54.2% | $6,853+23.1% | $5,650+49.3% |