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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 | $90,168 | $102,938-12.4% | $94,105-4.2% | $138,895-35.1% |
| Participation rate | 11.1% | 74.6%-63.5pp | 71.9%-60.8pp | 79.9%-68.8pp |
| Annual return | 19.90% | 250.28%-230.4pp | 204.55%-184.7pp | 145.39%-125.5pp |
| Employer contribution / active EE | $294 | $2,732-89.2% | $2,504-88.3% | $4,194-93.0% |
| Participant deferral / active EE | $1,288 | $4,196-69.3% | $3,881-66.8% | $6,396-79.9% |
| Admin fee / account holder | $891 | $6,600-86.5% | $6,199-85.6% | $12,562-92.9% |