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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 | $177,474 | $82,678+114.7% | $125,391+41.5% | $68,490+159.1% |
| Participation rate | 40.7% | 75.1%-34.3pp | 82.4%-41.6pp | 67.9%-27.2pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $149 | $3,382-95.6% | $4,816-96.9% | $2,597-94.3% |
| Participant deferral / active EE | $3,023 | $6,111-50.5% | $7,448-59.4% | $4,028-25.0% |
| Admin fee / account holder | $8,082 | $6,277+28.8% | $10,009-19.2% | $5,403+49.6% |