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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 | $87,486 | $211,105-58.6% | $178,449-51.0% | $145,978-40.1% |
| Participation rate | 63.6% | 80.8%-17.1pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 15.58% | 30.19%-14.6pp | 27.09%-11.5pp | 550.52%-534.9pp |
| Employer contribution / active EE | $509 | $4,569-88.9% | $3,951-87.1% | $4,662-89.1% |
| Participant deferral / active EE | $5,021 | $6,959-27.8% | $6,277-20.0% | $6,690-24.9% |
| Admin fee / account holder | $18,217 | $12,017+51.6% | $10,362+75.8% | $13,400+35.9% |