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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 | $82,832 | $50,947+62.6% | $74,551+11.1% | $64,173+29.1% |
| Participation rate | 55.0% | 61.1%-6.1pp | 69.1%-14.1pp | 69.6%-14.6pp |
| Annual return | -3.88% | -1.85%-2.0pp | 32.53%-36.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $125 | $1,115-88.8% | $1,961-93.6% | $2,381-94.8% |
| Participant deferral / active EE | $2,995 | $2,302+30.1% | $3,108-3.6% | $3,470-13.7% |
| Admin fee / account holder | $10,550 | $4,221+149.9% | $5,059+108.5% | $4,887+115.9% |