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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 | $93,493 | $78,607+18.9% | $105,624-11.5% | $74,478+25.5% |
| Participation rate | 40.9% | 72.8%-31.9pp | 75.3%-34.3pp | 67.2%-26.3pp |
| Annual return | 11.95% | 15.96%-4.0pp | 116.20%-104.2pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $667 | $2,523-73.6% | $3,168-79.0% | $2,626-74.6% |
| Participant deferral / active EE | $2,697 | $4,325-37.6% | $5,013-46.2% | $4,350-38.0% |
| Admin fee / account holder | $19,487 | $2,220+777.9% | $10,961+77.8% | $1,946+901.5% |