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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 | $72,892 | $176,794-58.8% | $146,647-50.3% | $167,553-56.5% |
| Participation rate | 68.4% | 83.6%-15.2pp | 80.1%-11.7pp | 82.1%-13.7pp |
| Annual return | 9.01% | 24.04%-15.0pp | 22.75%-13.7pp | 478.89%-469.9pp |
| Employer contribution / active EE | $423 | $5,161-91.8% | $4,137-89.8% | $4,840-91.3% |
| Participant deferral / active EE | $2,567 | $6,440-60.1% | $5,506-53.4% | $6,343-59.5% |
| Admin fee / account holder | $31,980 | $13,262+141.1% | $10,281+211.1% | $12,316+159.7% |