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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 | $112,012 | $172,111-34.9% | $150,298-25.5% | $137,256-18.4% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 14.66% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $569 | $4,636-87.7% | $4,154-86.3% | $4,156-86.3% |
| Participant deferral / active EE | $3,484 | $6,166-43.5% | $5,453-36.1% | $6,407-45.6% |
| Admin fee / account holder | $1,676 | $16,471-89.8% | $14,116-88.1% | $12,270-86.3% |