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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 | $65,028 | $64,729+0.5% | $112,263-42.1% | $68,490-5.1% |
| Participation rate | 37.8% | 67.2%-29.3pp | 75.1%-37.2pp | 67.9%-30.1pp |
| Annual return | -10.36% | -11.40%+1.0pp | 27.49%-37.8pp | -7.85%-2.5pp |
| Employer contribution / active EE | $347 | $2,746-87.4% | $3,636-90.5% | $2,597-86.6% |
| Participant deferral / active EE | $1,839 | $3,566-48.4% | $4,729-61.1% | $4,028-54.3% |
| Admin fee / account holder | $36,108 | $5,222+591.5% | $6,410+463.3% | $5,403+568.3% |