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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 | $68,488 | $100,203-31.7% | $85,240-19.7% | $145,897-53.1% |
| Participation rate | 10.0% | 74.1%-64.1pp | 67.5%-57.5pp | 80.3%-70.3pp |
| Annual return | 16.21% | 84.28%-68.1pp | 66.75%-50.5pp | 552.29%-536.1pp |
| Employer contribution / active EE | $376 | $3,242-88.4% | $2,735-86.2% | $4,663-91.9% |
| Participant deferral / active EE | $1,505 | $5,299-71.6% | $4,527-66.8% | $6,689-77.5% |
| Admin fee / account holder | $534 | $7,265-92.6% | $6,165-91.3% | $13,390-96.0% |