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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 | $65,730 | $111,814-41.2% | $103,378-36.4% | $145,978-55.0% |
| Participation rate | 11.1% | 77.9%-66.8pp | 74.5%-63.4pp | 80.3%-69.2pp |
| Annual return | 211.38% | 24.80%+186.6pp | 24.91%+186.5pp | 550.52%-339.1pp |
| Employer contribution / active EE | $644 | $4,215-84.7% | $3,870-83.3% | $4,662-86.2% |
| Participant deferral / active EE | $2,156 | $5,618-61.6% | $5,058-57.4% | $6,690-67.8% |
| Admin fee / account holder | $21,423 | $9,764+119.4% | $8,401+155.0% | $13,400+59.9% |