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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 | $50,636 | $59,467-14.9% | $93,727-46.0% | $74,478-32.0% |
| Participation rate | 50.0% | 59.6%-9.6pp | 68.7%-18.7pp | 67.2%-17.2pp |
| Annual return | 14.05% | 82.14%-68.1pp | 133.83%-119.8pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $173 | $1,267-86.3% | $2,421-92.8% | $2,626-93.4% |
| Participant deferral / active EE | $1,658 | $3,052-45.7% | $4,417-62.5% | $4,350-61.9% |
| Admin fee / account holder | $2,774 | $3,028-8.4% | $8,292-66.5% | $1,946+42.5% |