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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 | $84,864 | $148,582-42.9% | $135,942-37.6% | $139,456-39.1% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 12.45% | 79.26%-66.8pp | 68.28%-55.8pp | 373.45%-361.0pp |
| Employer contribution / active EE | $854 | $5,245-83.7% | $4,858-82.4% | $4,753-82.0% |
| Participant deferral / active EE | $6,144 | $8,101-24.2% | $7,759-20.8% | $6,711-8.5% |
| Admin fee / account holder | $1,966 | $12,402-84.1% | $10,764-81.7% | $11,407-82.8% |