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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 | $39,414 | $157,829-75.0% | $136,867-71.2% | $198,609-80.2% |
| Participation rate | 41.7% | 77.2%-35.5pp | 74.5%-32.9pp | 82.4%-40.7pp |
| Annual return | 15.11% | 51.25%-36.1pp | 42.97%-27.9pp | 202.70%-187.6pp |
| Employer contribution / active EE | $650 | $3,923-83.4% | $3,547-81.7% | $5,055-87.2% |
| Participant deferral / active EE | $2,278 | $5,463-58.3% | $4,924-53.7% | $6,977-67.3% |
| Admin fee / account holder | $35,993 | $11,107+224.0% | $10,340+248.1% | $19,030+89.1% |