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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 | $224,506 | $133,981+67.6% | $112,249+100.0% | $134,532+66.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -13.59% | 47.16%-60.7pp | 27.48%-41.1pp | 418.27%-431.9pp |
| Employer contribution / active EE | $310 | $4,040-92.3% | $3,636-91.5% | $4,741-93.5% |
| Participant deferral / active EE | $4,888 | $5,292-7.6% | $4,729+3.4% | $6,401-23.6% |
| Admin fee / account holder | $1,338 | $7,492-82.1% | $6,412-79.1% | $11,429-88.3% |