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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 | $67,230 | $53,162+26.5% | $91,225-26.3% | $68,486-1.8% |
| Participation rate | 37.7% | 63.2%-25.5pp | 73.2%-35.5pp | 67.9%-30.2pp |
| Annual return | -17.20% | -3.14%-14.1pp | 114.12%-131.3pp | -7.85%-9.3pp |
| Employer contribution / active EE | $189 | $1,709-89.0% | $2,851-93.4% | $2,597-92.7% |
| Participant deferral / active EE | $2,500 | $2,974-15.9% | $4,233-40.9% | $4,028-37.9% |
| Admin fee / account holder | $17,105 | $4,493+280.7% | $5,422+215.5% | $5,404+216.5% |