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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 | $40,193 | $102,422-60.8% | $147,117-72.7% | $80,959-50.4% |
| Participation rate | 28.0% | 75.9%-47.9pp | 82.2%-54.2pp | 67.7%-39.7pp |
| Annual return | 16.28% | 135.16%-118.9pp | 420.54%-404.3pp | 35.67%-19.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,734 | $6,652+61.4% | $8,065+33.1% | $4,300+149.6% |
| Admin fee / account holder | $14,771 | $7,953+85.7% | $12,993+13.7% | $6,925+113.3% |