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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 | $87,945 | $76,912+14.3% | $129,110-31.9% | $68,495+28.4% |
| Participation rate | 67.1% | 69.1%-2.0pp | 77.3%-10.1pp | 67.9%-0.8pp |
| Annual return | -15.98% | -9.78%-6.2pp | -10.94%-5.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $734 | $3,243-77.4% | $5,052-85.5% | $2,596-71.7% |
| Participant deferral / active EE | $4,576 | $4,732-3.3% | $6,542-30.1% | $4,028+13.6% |
| Admin fee / account holder | $5,991 | $6,638-9.7% | $14,302-58.1% | $5,403+10.9% |