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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 | $49,180 | $198,457-75.2% | $170,435-71.1% | $147,586-66.7% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 16.11% | 257.30%-241.2pp | 205.94%-189.8pp | 578.59%-562.5pp |
| Employer contribution / active EE | $367 | $6,183-94.1% | $5,432-93.2% | $4,876-92.5% |
| Participant deferral / active EE | $8,141 | $5,629+44.6% | $4,939+64.8% | $5,439+49.7% |
| Admin fee / account holder | $966 | $16,852-94.3% | $13,881-93.0% | $10,886-91.1% |