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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 | $117,781 | $73,848+59.5% | $143,799-18.1% | $68,486+72.0% |
| Participation rate | 22.2% | 66.7%-44.4pp | 80.3%-58.1pp | 67.9%-45.7pp |
| Annual return | -10.20% | 0.91%-11.1pp | -0.04%-10.2pp | -7.85%-2.3pp |
| Employer contribution / active EE | $266 | $3,184-91.6% | $4,952-94.6% | $2,597-89.8% |
| Participant deferral / active EE | $6,141 | $3,385+81.4% | $5,638+8.9% | $4,028+52.5% |
| Admin fee / account holder | $8,843 | $5,755+53.7% | $14,677-39.8% | $5,404+63.6% |