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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 | $73,865 | $199,109-62.9% | $173,730-57.5% | $154,746-52.3% |
| Participation rate | 38.1% | 82.8%-44.7pp | 79.6%-41.5pp | 80.7%-42.6pp |
| Annual return | 15.49% | 20.02%-4.5pp | 19.96%-4.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $875 | $5,311-83.5% | $4,577-80.9% | $4,379-80.0% |
| Participant deferral / active EE | $2,374 | $7,113-66.6% | $6,326-62.5% | $6,730-64.7% |
| Admin fee / account holder | $77,590 | $20,916+271.0% | $17,523+342.8% | $14,365+440.1% |