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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 | $95,198 | $111,535-14.6% | $105,223-9.5% | $137,256-30.6% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 15.71% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $625 | $3,939-84.1% | $3,689-83.1% | $4,156-85.0% |
| Participant deferral / active EE | $3,617 | $5,500-34.2% | $5,072-28.7% | $6,407-43.5% |
| Admin fee / account holder | $1,289 | $9,721-86.7% | $8,859-85.4% | $12,270-89.5% |