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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 | $147,503 | $185,312-20.4% | $161,489-8.7% | $154,746-4.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 19.47% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $341 | $4,769-92.8% | $4,268-92.0% | $4,379-92.2% |
| Participant deferral / active EE | $5,295 | $6,350-16.6% | $5,630-5.9% | $6,730-21.3% |
| Admin fee / account holder | $5,278 | $18,654-71.7% | $16,006-67.0% | $14,365-63.3% |