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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 | $110,177 | $167,415-34.2% | $140,514-21.6% | $198,609-44.5% |
| Participation rate | 42.9% | 80.9%-38.0pp | 77.8%-34.9pp | 82.4%-39.5pp |
| Annual return | 14.96% | 13.85%+1.1pp | 14.36%+0.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,549 | $5,579-36.4% | $4,919-27.8% | $6,977-49.1% |
| Admin fee / account holder | $4,140 | $16,730-75.3% | $13,697-69.8% | $19,030-78.2% |