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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 | $47,771 | $117,829-59.5% | $102,423-53.4% | $145,877-67.3% |
| Participation rate | 59.1% | 78.6%-19.5pp | 76.5%-17.4pp | 80.3%-21.2pp |
| Annual return | 10.33% | 31.83%-21.5pp | 29.42%-19.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $218 | $3,615-94.0% | $3,023-92.8% | $4,663-95.3% |
| Participant deferral / active EE | $3,018 | $5,732-47.3% | $5,054-40.3% | $6,691-54.9% |
| Admin fee / account holder | $97,965 | $13,335+634.6% | $9,455+936.2% | $13,402+631.0% |