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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 | $68,900 | $150,207-54.1% | $120,380-42.8% | $145,978-52.8% |
| Participation rate | 33.3% | 78.8%-45.4pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 10.20% | 154.28%-144.1pp | 107.28%-97.1pp | 550.52%-540.3pp |
| Employer contribution / active EE | $537 | $4,351-87.7% | $3,465-84.5% | $4,662-88.5% |
| Participant deferral / active EE | $2,095 | $6,175-66.1% | $4,992-58.0% | $6,690-68.7% |
| Admin fee / account holder | $636 | $12,203-94.8% | $9,421-93.3% | $13,400-95.3% |