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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 | $128,890 | $166,242-22.5% | $165,071-21.9% | $145,884-11.6% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 10.92% | 100.44%-89.5pp | 70.17%-59.3pp | 551.85%-540.9pp |
| Employer contribution / active EE | $323 | $5,283-93.9% | $4,347-92.6% | $4,662-93.1% |
| Participant deferral / active EE | $3,958 | $6,964-43.2% | $6,035-34.4% | $6,690-40.8% |
| Admin fee / account holder | $14,520 | $16,658-12.8% | $12,695+14.4% | $13,392+8.4% |