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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 | $61,079 | $49,451+23.5% | $79,576-23.2% | $66,930-8.7% |
| Participation rate | 51.5% | 61.3%-9.9pp | 69.5%-18.0pp | 69.8%-18.3pp |
| Annual return | -17.93% | 84.25%-102.2pp | 0.15%-18.1pp | 1.57%-19.5pp |
| Employer contribution / active EE | $216 | $1,266-83.0% | $2,413-91.1% | $2,545-91.5% |
| Participant deferral / active EE | $3,197 | $3,159+1.2% | $3,985-19.8% | $4,238-24.6% |
| Admin fee / account holder | $5,152 | $595+766.5% | $6,834-24.6% | $593+768.1% |