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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 | $65,078 | $71,872-9.5% | $86,691-24.9% | $68,495-5.0% |
| Participation rate | 60.5% | 72.2%-11.7pp | 76.6%-16.1pp | 67.9%-7.4pp |
| Annual return | -15.50% | 3.53%-19.0pp | 35.94%-51.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,357 | $3,779-37.6% | $4,656-49.4% | $4,028-41.5% |
| Admin fee / account holder | $2,141 | $6,112-65.0% | $7,492-71.4% | $5,403-60.4% |