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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 | $49,214 | $141,004-65.1% | $112,273-56.2% | $139,466-64.7% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 141.17% | 32.75%+108.4pp | 30.23%+110.9pp | 373.66%-232.5pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,793 | $5,878+83.6% | $4,800+124.9% | $6,712+60.8% |
| Admin fee / account holder | $4,536 | $9,959-54.5% | $7,752-41.5% | $11,409-60.2% |