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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 | $43,656 | $111,535-60.9% | $105,223-58.5% | $137,256-68.2% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 20.26% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $600 | $3,939-84.8% | $3,689-83.7% | $4,156-85.6% |
| Participant deferral / active EE | $4,512 | $5,500-18.0% | $5,072-11.0% | $6,407-29.6% |
| Admin fee / account holder | $841 | $9,721-91.3% | $8,859-90.5% | $12,270-93.1% |