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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 | $49,677 | $111,535-55.5% | $105,223-52.8% | $137,256-63.8% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.0%-39.3pp | 80.0%-44.2pp |
| Annual return | 22.59% | 237.85%-215.3pp | 180.65%-158.1pp | 220.34%-197.7pp |
| Employer contribution / active EE | $663 | $3,939-83.2% | $3,689-82.0% | $4,156-84.1% |
| Participant deferral / active EE | $3,860 | $5,500-29.8% | $5,072-23.9% | $6,407-39.8% |
| Admin fee / account holder | $529 | $9,721-94.6% | $8,859-94.0% | $12,270-95.7% |