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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 | $39,478 | $185,312-78.7% | $161,489-75.6% | $154,746-74.5% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 14.00% | 103.84%-89.8pp | 89.72%-75.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $449 | $4,769-90.6% | $4,268-89.5% | $4,379-89.8% |
| Participant deferral / active EE | $21,790 | $6,350+243.2% | $5,630+287.0% | $6,730+223.8% |
| Admin fee / account holder | $253,489 | $18,654+1258.9% | $16,006+1483.8% | $14,365+1664.6% |