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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 | $48,223 | $175,231-72.5% | $149,696-67.8% | $139,466-65.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 22.79% | 166.77%-144.0pp | 134.46%-111.7pp | 373.66%-350.9pp |
| Employer contribution / active EE | $652 | $5,478-88.1% | $4,821-86.5% | $4,754-86.3% |
| Participant deferral / active EE | $3,426 | $6,521-47.5% | $5,682-39.7% | $6,712-49.0% |
| Admin fee / account holder | $431 | $16,155-97.3% | $13,212-96.7% | $11,409-96.2% |