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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 | $68,823 | $91,086-24.4% | $203,872-66.2% | $86,983-20.9% |
| Participation rate | 41.2% | 65.8%-24.7pp | 77.8%-36.6pp | 69.5%-28.4pp |
| Annual return | 13.51% | 22.30%-8.8pp | 85.11%-71.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $226 | $2,063-89.0% | $3,757-94.0% | $2,584-91.3% |
| Participant deferral / active EE | $2,157 | $4,019-46.3% | $6,388-66.2% | $4,194-48.6% |
| Admin fee / account holder | $10,525 | $8,987+17.1% | $11,730-10.3% | $7,856+34.0% |