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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 | $55,792 | $124,346-55.1% | $111,308-49.9% | $167,536-66.7% |
| Participation rate | 33.3% | 79.6%-46.3pp | 77.3%-44.0pp | 82.1%-48.8pp |
| Annual return | 9.76% | 37.45%-27.7pp | 54.67%-44.9pp | 478.82%-469.1pp |
| Employer contribution / active EE | $604 | $3,437-82.4% | $2,732-77.9% | $4,839-87.5% |
| Participant deferral / active EE | $5,075 | $5,182-2.0% | $4,487+13.1% | $6,342-20.0% |
| Admin fee / account holder | $720 | $10,621-93.2% | $7,965-91.0% | $12,315-94.2% |