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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 | $128,626 | $182,442-29.5% | $163,379-21.3% | $138,895-7.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 11.50% | 72.74%-61.2pp | 63.41%-51.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,520 | $6,817-77.7% | $6,282-75.8% | $6,396-76.2% |
| Admin fee / account holder | $822 | $10,396-92.1% | $9,818-91.6% | $12,562-93.5% |