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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 | $137,127 | $57,352+139.1% | $83,831+63.6% | $64,173+113.7% |
| Participation rate | 53.3% | 68.6%-15.3pp | 76.1%-22.8pp | 69.6%-16.2pp |
| Annual return | -6.86% | 11.38%-18.2pp | 850.99%-857.9pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,823 | $2,993+61.1% | $4,082+18.2% | $3,470+39.0% |
| Admin fee / account holder | $1,444 | $4,046-64.3% | $5,479-73.7% | $4,887-70.5% |