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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 | $34,518 | $101,063-65.8% | $81,473-57.6% | $147,586-76.6% |
| Participation rate | 40.0% | 74.5%-34.5pp | 68.0%-28.0pp | 82.8%-42.8pp |
| Annual return | 10.35% | 32.41%-22.1pp | 38.78%-28.4pp | 578.59%-568.2pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,590 | $4,242-39.0% | $3,537-26.8% | $5,439-52.4% |
| Admin fee / account holder | $34,107 | $5,812+486.8% | $4,561+647.8% | $10,886+213.3% |