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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 | $78,357 | $88,672-11.6% | $105,223-25.5% | $82,448-5.0% |
| Participation rate | 23.3% | 67.9%-44.6pp | 75.0%-51.7pp | 68.1%-44.7pp |
| Annual return | 17.16% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $521 | $3,048-82.9% | $3,689-85.9% | $2,551-79.6% |
| Participant deferral / active EE | $1,749 | $4,036-56.7% | $5,072-65.5% | $4,139-57.7% |
| Admin fee / account holder | $840 | $7,146-88.2% | $8,859-90.5% | $7,234-88.4% |