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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 | $148,016 | $73,848+100.4% | $143,799+2.9% | $68,486+116.1% |
| Participation rate | 65.6% | 66.7%-1.1pp | 80.3%-14.7pp | 67.9%-2.3pp |
| Annual return | -18.07% | 0.91%-19.0pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,485 | $3,385+62.1% | $5,638-2.7% | $4,028+36.2% |
| Admin fee / account holder | $6,412 | $5,755+11.4% | $14,677-56.3% | $5,404+18.7% |