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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 | $125,165 | $174,379-28.2% | $152,093-17.7% | $138,895-9.9% |
| Participation rate | 41.7% | 81.6%-40.0pp | 77.8%-36.1pp | 79.9%-38.3pp |
| Annual return | 13.49% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $878 | $4,652-81.1% | $4,175-79.0% | $4,194-79.1% |
| Participant deferral / active EE | $4,588 | $6,159-25.5% | $5,451-15.8% | $6,396-28.3% |
| Admin fee / account holder | $12,441 | $16,880-26.3% | $14,497-14.2% | $12,562-1.0% |