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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 | $71,985 | $115,796-37.8% | $101,264-28.9% | $158,950-54.7% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 12.41% | 56.15%-43.7pp | 46.48%-34.1pp | 302.91%-290.5pp |
| Employer contribution / active EE | $663 | $4,175-84.1% | $3,660-81.9% | $4,762-86.1% |
| Participant deferral / active EE | $2,391 | $4,958-51.8% | $4,370-45.3% | $5,983-60.0% |
| Admin fee / account holder | $1,181 | $7,247-83.7% | $5,947-80.1% | $11,248-89.5% |