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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 | $98,529 | $63,924+54.1% | $108,582-9.3% | $55,167+78.6% |
| Participation rate | 61.4% | 74.3%-13.0pp | 79.6%-18.2pp | 69.0%-7.6pp |
| Annual return | 8.23% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $266 | $1,879-85.8% | $3,758-92.9% | $1,963-86.4% |
| Participant deferral / active EE | $5,633 | $3,067+83.7% | $4,311+30.7% | $3,054+84.4% |
| Admin fee / account holder | $5,000 | $618+709.6% | $7,645-34.6% | $504+892.3% |