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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 | $71,847 | $156,398-54.1% | $147,318-51.2% | $138,895-48.3% |
| Participation rate | 58.8% | 83.8%-24.9pp | 82.1%-23.2pp | 79.9%-21.1pp |
| Annual return | 12.57% | 78.75%-66.2pp | 70.43%-57.9pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,283 | $8,237-11.6% | $7,906-7.9% | $6,396+13.9% |
| Admin fee / account holder | $5,290 | $14,976-64.7% | $13,708-61.4% | $12,562-57.9% |