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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 | $77,278 | $172,111-55.1% | $150,298-48.6% | $137,256-43.7% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 17.11% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $764 | $4,636-83.5% | $4,154-81.6% | $4,156-81.6% |
| Participant deferral / active EE | $2,133 | $6,166-65.4% | $5,453-60.9% | $6,407-66.7% |
| Admin fee / account holder | $552 | $16,471-96.6% | $14,116-96.1% | $12,270-95.5% |