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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 | $71,514 | $60,139+18.9% | $90,461-20.9% | $79,856-10.4% |
| Participation rate | 58.1% | 65.0%-6.9pp | 72.7%-14.6pp | 69.6%-11.6pp |
| Annual return | 18.34% | 71.96%-53.6pp | 1294.76%-1276.4pp | 31.71%-13.4pp |
| Employer contribution / active EE | $137 | $2,069-93.4% | $3,264-95.8% | $2,471-94.5% |
| Participant deferral / active EE | $3,399 | $2,939+15.7% | $3,964-14.3% | $3,741-9.1% |
| Admin fee / account holder | $1,628 | $3,978-59.1% | $5,617-71.0% | $5,306-69.3% |