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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 | $42,134 | $202,460-79.2% | $169,385-75.1% | $139,456-69.8% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.2%-14.7pp | 80.3%-17.8pp |
| Annual return | 14.74% | 532.07%-517.3pp | 405.82%-391.1pp | 373.45%-358.7pp |
| Employer contribution / active EE | $404 | $4,691-91.4% | $4,012-89.9% | $4,753-91.5% |
| Participant deferral / active EE | $1,594 | $6,938-77.0% | $6,221-74.4% | $6,711-76.2% |
| Admin fee / account holder | $17,587 | $10,719+64.1% | $9,011+95.2% | $11,407+54.2% |