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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 | $102,422-32.2% | $147,117-52.8% | $80,959-14.2% |
| Participation rate | 62.2% | 75.9%-13.7pp | 82.2%-20.0pp | 67.7%-5.5pp |
| Annual return | 12.71% | 135.16%-122.4pp | 420.54%-407.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $737 | $3,717-80.2% | $4,932-85.1% | $2,757-73.3% |
| Participant deferral / active EE | $10,252 | $6,652+54.1% | $8,065+27.1% | $4,300+138.4% |
| Admin fee / account holder | $2,913 | $7,953-63.4% | $12,993-77.6% | $6,925-57.9% |