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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 | $81,872 | $133,998-38.9% | $112,263-27.1% | $134,545-39.1% |
| Participation rate | 23.1% | 78.6%-55.5pp | 75.1%-52.0pp | 81.2%-58.2pp |
| Annual return | -18.42% | 47.17%-65.6pp | 27.49%-45.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $772 | $4,040-80.9% | $3,636-78.8% | $4,742-83.7% |
| Participant deferral / active EE | $1,694 | $5,292-68.0% | $4,729-64.2% | $6,401-73.5% |
| Admin fee / account holder | $2,025 | $7,493-73.0% | $6,410-68.4% | $11,431-82.3% |