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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 | $42,607 | $80,992-47.4% | $96,534-55.9% | $75,173-43.3% |
| Participation rate | 20.7% | 71.8%-51.1pp | 76.0%-55.3pp | 67.2%-46.5pp |
| Annual return | 358.74% | 27.05%+331.7pp | 25.88%+332.9pp | 160.72%+198.0pp |
| Employer contribution / active EE | $19 | $2,283-99.2% | $2,965-99.4% | $2,671-99.3% |
| Participant deferral / active EE | $2,117 | $3,929-46.1% | $4,851-56.4% | $4,126-48.7% |
| Admin fee / account holder | $24,612 | $6,717+266.4% | $8,253+198.2% | $5,651+335.6% |