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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 | $98,166 | $124,980-21.5% | $108,359-9.4% | $154,746-36.6% |
| Participation rate | 52.6% | 75.2%-22.5pp | 70.1%-17.5pp | 80.7%-28.1pp |
| Annual return | 15.36% | 45.00%-29.6pp | 36.89%-21.5pp | 172.34%-157.0pp |
| Employer contribution / active EE | $463 | $2,851-83.7% | $2,399-80.7% | $4,379-89.4% |
| Participant deferral / active EE | $2,293 | $4,743-51.7% | $4,137-44.6% | $6,730-65.9% |
| Admin fee / account holder | $1,338 | $11,502-88.4% | $9,741-86.3% | $14,365-90.7% |