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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 | $40,404 | $211,288-80.9% | $178,540-77.4% | $145,884-72.3% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 19.45% | 30.27%-10.8pp | 27.15%-7.7pp | 551.85%-532.4pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,959 | $6,967+43.0% | $6,281+58.6% | $6,690+48.9% |
| Admin fee / account holder | $16,044 | $12,105+32.5% | $10,424+53.9% | $13,392+19.8% |