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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 | $68,132 | $81,870-16.8% | $119,622-43.0% | $68,486-0.5% |
| Participation rate | 55.0% | 71.9%-16.9pp | 79.3%-24.3pp | 67.9%-12.9pp |
| Annual return | -15.11% | -23.82%+8.7pp | -14.98%-0.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,581 | $4,148-13.7% | $5,601-36.1% | $4,028-11.1% |
| Admin fee / account holder | $4,315 | $6,583-34.5% | $10,328-58.2% | $5,404-20.2% |