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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 | $95,186 | $112,729-15.6% | $98,716-3.6% | $137,256-30.7% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.3%-33.6pp | 80.0%-44.2pp |
| Annual return | 13.19% | 38.48%-25.3pp | 31.81%-18.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $302 | $2,725-88.9% | $2,279-86.7% | $4,156-92.7% |
| Participant deferral / active EE | $1,327 | $4,640-71.4% | $4,048-67.2% | $6,407-79.3% |
| Admin fee / account holder | $9,678 | $10,129-4.4% | $8,703+11.2% | $12,270-21.1% |