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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 | $100,327 | $59,819+67.7% | $79,583+26.1% | $68,490+46.5% |
| Participation rate | 55.7% | 61.1%-5.4pp | 69.5%-13.8pp | 67.9%-12.2pp |
| Annual return | -5.84% | -12.30%+6.5pp | 0.16%-6.0pp | -7.85%+2.0pp |
| Employer contribution / active EE | $205 | $1,505-86.4% | $2,414-91.5% | $2,597-92.1% |
| Participant deferral / active EE | $4,046 | $3,025+33.8% | $3,986+1.5% | $4,028+0.5% |
| Admin fee / account holder | $2,616 | $4,835-45.9% | $6,835-61.7% | $5,403-51.6% |