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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 | $24,171 | $148,629-83.7% | $135,982-82.2% | $139,487-82.7% |
| Participation rate | 58.8% | 83.9%-25.0pp | 81.9%-23.1pp | 80.3%-21.5pp |
| Annual return | 12.82% | 79.33%-66.5pp | 68.32%-55.5pp | 373.84%-361.0pp |
| Employer contribution / active EE | $893 | $5,247-83.0% | $4,859-81.6% | $4,755-81.2% |
| Participant deferral / active EE | $4,793 | $8,102-40.8% | $7,760-38.2% | $6,713-28.6% |
| Admin fee / account holder | $10,540 | $12,406-15.0% | $10,767-2.1% | $11,407-7.6% |