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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 | $78,185 | $82,678-5.4% | $125,391-37.6% | $68,490+14.2% |
| Participation rate | 47.7% | 75.1%-27.3pp | 82.4%-34.7pp | 67.9%-20.2pp |
| Annual return | -16.40% | -5.97%-10.4pp | 572.41%-588.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $437 | $3,382-87.1% | $4,816-90.9% | $2,597-83.2% |
| Participant deferral / active EE | $5,706 | $6,111-6.6% | $7,448-23.4% | $4,028+41.7% |
| Admin fee / account holder | $9,398 | $6,277+49.7% | $10,009-6.1% | $5,403+73.9% |