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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 | $47,063 | $90,614-48.1% | $76,089-38.1% | $145,877-67.7% |
| Participation rate | 39.1% | 74.5%-35.4pp | 69.1%-30.0pp | 80.3%-41.2pp |
| Annual return | 9.86% | 623.80%-613.9pp | 360.94%-351.1pp | 551.28%-541.4pp |
| Employer contribution / active EE | $449 | $3,324-86.5% | $2,690-83.3% | $4,663-90.4% |
| Participant deferral / active EE | $1,292 | $5,168-75.0% | $4,259-69.7% | $6,691-80.7% |
| Admin fee / account holder | $417 | $8,376-95.0% | $6,418-93.5% | $13,402-96.9% |