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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 | $114,119-56.5% | $107,187-53.7% | $138,895-64.2% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.0%-39.3pp | 79.9%-44.2pp |
| Annual return | 22.59% | 273.21%-250.6pp | 204.55%-182.0pp | 145.39%-122.8pp |
| Employer contribution / active EE | $663 | $4,059-83.7% | $3,782-82.5% | $4,194-84.2% |
| Participant deferral / active EE | $3,860 | $5,538-30.3% | $5,096-24.3% | $6,396-39.7% |
| Admin fee / account holder | $529 | $10,024-94.7% | $9,162-94.2% | $12,562-95.8% |