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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 | $48,735 | $111,814-56.4% | $103,378-52.9% | $145,978-66.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.11% | 24.80%-13.7pp | 24.91%-13.8pp | 550.52%-539.4pp |
| Employer contribution / active EE | $556 | $4,215-86.8% | $3,870-85.6% | $4,662-88.1% |
| Participant deferral / active EE | $3,651 | $5,618-35.0% | $5,058-27.8% | $6,690-45.4% |
| Admin fee / account holder | $3,841 | $9,764-60.7% | $8,401-54.3% | $13,400-71.3% |