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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 | $77,133 | $223,823-65.5% | $211,142-63.5% | $154,746-50.2% |
| Participation rate | 68.8% | 87.9%-19.1pp | 87.3%-18.5pp | 80.7%-12.0pp |
| Annual return | 15.91% | 50.39%-34.5pp | 46.84%-30.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,026 | $6,787-84.9% | $6,442-84.1% | $4,379-76.6% |
| Participant deferral / active EE | $3,664 | $9,750-62.4% | $9,284-60.5% | $6,730-45.6% |
| Admin fee / account holder | $610 | $19,707-96.9% | $19,076-96.8% | $14,365-95.8% |