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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 | $70,935 | $46,599+52.2% | $64,101+10.7% | $75,173-5.6% |
| Participation rate | 15.2% | 65.9%-50.8pp | 72.3%-57.2pp | 67.2%-52.1pp |
| Annual return | 43.33% | 26.06%+17.3pp | 33.72%+9.6pp | 160.72%-117.4pp |
| Employer contribution / active EE | $89 | $1,975-95.5% | $2,749-96.8% | $2,671-96.7% |
| Participant deferral / active EE | $981 | $2,837-65.4% | $3,881-74.7% | $4,126-76.2% |
| Admin fee / account holder | $537 | $2,956-81.8% | $3,070-82.5% | $5,651-90.5% |