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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 | $39,996 | $185,312-78.4% | $161,489-75.2% | $154,746-74.2% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 11.36% | 103.84%-92.5pp | 89.72%-78.4pp | 172.34%-161.0pp |
| Employer contribution / active EE | $934 | $4,769-80.4% | $4,268-78.1% | $4,379-78.7% |
| Participant deferral / active EE | $4,334 | $6,350-31.7% | $5,630-23.0% | $6,730-35.6% |
| Admin fee / account holder | $3,435 | $18,654-81.6% | $16,006-78.5% | $14,365-76.1% |