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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 | $70,096 | $91,198-23.1% | $178,503-60.7% | $79,856-12.2% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 11.53% | 24.20%-12.7pp | 151.12%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,278 | $3,237+32.2% | $5,202-17.8% | $3,741+14.4% |
| Admin fee / account holder | $10,280 | $6,748+52.3% | $13,987-26.5% | $5,306+93.7% |