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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 | $106,505 | $160,070-33.5% | $147,117-27.6% | $145,897-27.0% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 103.79% | 98.69%+5.1pp | 420.54%-316.7pp | 552.29%-448.5pp |
| Employer contribution / active EE | $988 | $5,285-81.3% | $4,932-80.0% | $4,663-78.8% |
| Participant deferral / active EE | $3,912 | $8,419-53.5% | $8,065-51.5% | $6,689-41.5% |
| Admin fee / account holder | $1,510 | $15,035-90.0% | $12,993-88.4% | $13,390-88.7% |