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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 | $75,176 | $88,672-15.2% | $105,223-28.6% | $82,448-8.8% |
| Participation rate | 37.8% | 67.9%-30.1pp | 75.0%-37.2pp | 68.1%-30.3pp |
| Annual return | 13.97% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $300 | $3,048-90.2% | $3,689-91.9% | $2,551-88.2% |
| Participant deferral / active EE | $3,654 | $4,036-9.5% | $5,072-28.0% | $4,139-11.7% |
| Admin fee / account holder | $55,805 | $7,146+680.9% | $8,859+529.9% | $7,234+671.4% |