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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 | $92,363 | $167,504-44.9% | $151,628-39.1% | $134,509-31.3% |
| Participation rate | 37.5% | 88.4%-50.9pp | 87.5%-50.0pp | 81.2%-43.7pp |
| Annual return | -12.42% | 7.81%-20.2pp | 3.34%-15.8pp | 418.13%-430.6pp |
| Employer contribution / active EE | $226 | $6,828-96.7% | $6,165-96.3% | $4,741-95.2% |
| Participant deferral / active EE | $3,748 | $8,985-58.3% | $8,363-55.2% | $6,400-41.4% |
| Admin fee / account holder | $607 | $13,779-95.6% | $11,613-94.8% | $11,427-94.7% |