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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 | $84,757 | $90,691-6.5% | $76,119+11.3% | $145,884-41.9% |
| Participation rate | 52.2% | 74.5%-22.3pp | 69.1%-16.9pp | 80.3%-28.1pp |
| Annual return | 11.67% | 624.52%-612.9pp | 361.25%-349.6pp | 551.85%-540.2pp |
| Employer contribution / active EE | $564 | $3,329-83.1% | $2,693-79.1% | $4,662-87.9% |
| Participant deferral / active EE | $2,658 | $5,167-48.6% | $4,259-37.6% | $6,690-60.3% |
| Admin fee / account holder | $9,419 | $8,383+12.4% | $6,421+46.7% | $13,392-29.7% |