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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 | $57,013 | $174,379-67.3% | $152,093-62.5% | $138,895-59.0% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 24.67% | 74.86%-50.2pp | 66.36%-41.7pp | 145.39%-120.7pp |
| Employer contribution / active EE | $367 | $4,652-92.1% | $4,175-91.2% | $4,194-91.3% |
| Participant deferral / active EE | $3,146 | $6,159-48.9% | $5,451-42.3% | $6,396-50.8% |
| Admin fee / account holder | $607 | $16,880-96.4% | $14,497-95.8% | $12,562-95.2% |