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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 | $30,454 | $77,901-60.9% | $149,717-79.7% | $75,181-59.5% |
| Participation rate | 25.0% | 65.6%-40.6pp | 78.8%-53.8pp | 67.2%-42.2pp |
| Annual return | 32.28% | 31.73%+0.6pp | 134.41%-102.1pp | 160.69%-128.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,135 | $3,411-37.4% | $5,682-62.4% | $4,126-48.3% |
| Admin fee / account holder | $1,131 | $5,949-81.0% | $13,213-91.4% | $5,650-80.0% |