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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 | $39,311 | $117,904-66.7% | $102,457-61.6% | $145,978-73.1% |
| Participation rate | 61.9% | 78.6%-16.7pp | 76.5%-14.6pp | 80.3%-18.4pp |
| Annual return | 20.45% | 31.80%-11.3pp | 29.41%-9.0pp | 550.52%-530.1pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,428 | $5,733+99.3% | $5,054+126.1% | $6,690+70.8% |
| Admin fee / account holder | $925 | $13,329-93.1% | $9,451-90.2% | $13,400-93.1% |