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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 | $14,344 | $114,119-87.4% | $107,187-86.6% | $138,895-89.7% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 79.9%-22.0pp |
| Annual return | 72.86% | 273.21%-200.3pp | 204.55%-131.7pp | 145.39%-72.5pp |
| Employer contribution / active EE | $348 | $4,059-91.4% | $3,782-90.8% | $4,194-91.7% |
| Participant deferral / active EE | $2,677 | $5,538-51.7% | $5,096-47.5% | $6,396-58.1% |
| Admin fee / account holder | $1,179 | $10,024-88.2% | $9,162-87.1% | $12,562-90.6% |