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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 | $69,445 | $102,382-32.2% | $147,005-52.8% | $80,874-14.1% |
| Participation rate | 62.2% | 75.8%-13.7pp | 82.2%-20.0pp | 67.6%-5.5pp |
| Annual return | 12.71% | 134.89%-122.2pp | 418.76%-406.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $737 | $3,715-80.2% | $4,934-85.1% | $2,756-73.2% |
| Participant deferral / active EE | $10,252 | $6,646+54.3% | $8,070+27.0% | $4,297+138.6% |
| Admin fee / account holder | $2,913 | $7,942-63.3% | $13,006-77.6% | $6,935-58.0% |