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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 | $94,088 | $73,009+28.9% | $90,760+3.7% | $68,486+37.4% |
| Participation rate | 55.3% | 70.8%-15.5pp | 75.7%-20.4pp | 67.9%-12.6pp |
| Annual return | -11.54% | -13.81%+2.3pp | -12.16%+0.6pp | -7.85%-3.7pp |
| Employer contribution / active EE | $67 | $2,193-97.0% | $2,922-97.7% | $2,597-97.4% |
| Participant deferral / active EE | $1,915 | $3,626-47.2% | $4,565-58.1% | $4,028-52.5% |
| Admin fee / account holder | $1,353 | $5,896-77.1% | $8,444-84.0% | $5,404-75.0% |