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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 | $110,723 | $54,162+104.4% | $68,612+61.4% | $64,173+72.5% |
| Participation rate | 18.5% | 68.1%-49.5pp | 72.2%-53.7pp | 69.6%-51.1pp |
| Annual return | -2.35% | -1.62%-0.7pp | -4.63%+2.3pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,608 | $2,626-0.7% | $3,311-21.2% | $3,470-24.8% |
| Admin fee / account holder | $2,062 | $4,029-48.8% | $5,131-59.8% | $4,887-57.8% |