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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 | $82,592 | $185,856-55.6% | $170,028-51.4% | $139,456-40.8% |
| Participation rate | 42.9% | 87.8%-44.9pp | 87.0%-44.1pp | 80.3%-37.5pp |
| Annual return | 23.09% | 60.52%-37.4pp | 53.39%-30.3pp | 373.45%-350.4pp |
| Employer contribution / active EE | $1,315 | $7,593-82.7% | $6,788-80.6% | $4,753-72.3% |
| Participant deferral / active EE | $3,421 | $11,623-70.6% | $10,409-67.1% | $6,711-49.0% |
| Admin fee / account holder | $3,341 | $15,387-78.3% | $12,820-73.9% | $11,407-70.7% |