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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 | $65,080 | $71,872-9.5% | $86,691-24.9% | $68,495-5.0% |
| Participation rate | 57.6% | 72.2%-14.6pp | 76.6%-19.0pp | 67.9%-10.3pp |
| Annual return | -16.29% | 3.53%-19.8pp | 35.94%-52.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $235 | $2,173-89.2% | $2,837-91.7% | $2,596-91.0% |
| Participant deferral / active EE | $3,439 | $3,779-9.0% | $4,656-26.1% | $4,028-14.6% |
| Admin fee / account holder | $11,880 | $6,112+94.4% | $7,492+58.6% | $5,403+119.9% |