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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 | $67,027 | $73,848-9.2% | $143,799-53.4% | $68,486-2.1% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -11.33% | 0.91%-12.2pp | -0.04%-11.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $175 | $3,184-94.5% | $4,952-96.5% | $2,597-93.3% |
| Participant deferral / active EE | $992 | $3,385-70.7% | $5,638-82.4% | $4,028-75.4% |
| Admin fee / account holder | $10,909 | $5,755+89.6% | $14,677-25.7% | $5,404+101.9% |