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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 | $90,832 | $59,813+51.9% | $79,580+14.1% | $68,486+32.6% |
| Participation rate | 51.0% | 61.1%-10.0pp | 69.5%-18.5pp | 67.9%-16.9pp |
| Annual return | -13.13% | -12.30%-0.8pp | 0.15%-13.3pp | -7.85%-5.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,636 | $3,024-12.8% | $3,985-33.9% | $4,028-34.5% |
| Admin fee / account holder | $2,943 | $4,835-39.1% | $6,835-56.9% | $5,404-45.5% |