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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 | $39,204 | $55,470-29.3% | $155,556-74.8% | $74,478-47.4% |
| Participation rate | 16.2% | 61.9%-45.7pp | 78.2%-62.0pp | 67.2%-51.0pp |
| Annual return | 17.31% | 269.80%-252.5pp | 64.84%-47.5pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $186 | $2,267-91.8% | $4,675-96.0% | $2,626-92.9% |
| Participant deferral / active EE | $1,094 | $2,838-61.4% | $5,631-80.6% | $4,350-74.8% |
| Admin fee / account holder | $3,608 | $1,744+106.8% | $15,885-77.3% | $1,946+85.4% |