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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 | $80,836 | $69,012+17.1% | $160,037-49.5% | $68,490+18.0% |
| Participation rate | 61.3% | 65.4%-4.1pp | 78.0%-16.7pp | 67.9%-6.6pp |
| Annual return | -13.79% | -9.65%-4.1pp | 408.95%-422.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,651 | $4,212+10.4% | $6,184-24.8% | $4,028+15.5% |
| Admin fee / account holder | $7,202 | $4,798+50.1% | $8,716-17.4% | $5,403+33.3% |