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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 | $36,333 | $65,555-44.6% | $86,216-57.9% | $75,173-51.7% |
| Participation rate | 51.9% | 60.5%-8.6pp | 69.0%-17.1pp | 67.2%-15.4pp |
| Annual return | 13.89% | 46.07%-32.2pp | 1169.42%-1155.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,779 | $3,023+25.0% | $3,986-5.2% | $4,126-8.4% |
| Admin fee / account holder | $11,700 | $5,469+113.9% | $6,853+70.7% | $5,651+107.1% |