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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 | $126,514 | $131,835-4.0% | $108,582+16.5% | $273,972-53.8% |
| Participation rate | 45.5% | 83.5%-38.0pp | 79.6%-34.1pp | 83.0%-37.6pp |
| Annual return | 5.90% | -91.57%+97.5pp | -51.70%+57.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $36,338 | $5,127+608.7% | $4,311+742.9% | $5,287+587.3% |
| Admin fee / account holder | $42,154 | $10,253+311.2% | $7,645+451.4% | $10,133+316.0% |