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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 | $76,861 | $115,810-33.6% | $101,271-24.1% | $158,966-51.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 12.26% | 56.15%-43.9pp | 46.48%-34.2pp | 302.95%-290.7pp |
| Employer contribution / active EE | $683 | $4,175-83.6% | $3,660-81.3% | $4,762-85.7% |
| Participant deferral / active EE | $2,500 | $4,958-49.6% | $4,371-42.8% | $5,983-58.2% |
| Admin fee / account holder | $3,620 | $7,248-50.1% | $5,948-39.1% | $11,250-67.8% |