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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 | $99,354 | $211,946-53.1% | $169,452-41.4% | $135,382-26.6% |
| Participation rate | 37.5% | 82.6%-45.1pp | 77.8%-40.3pp | 82.6%-45.1pp |
| Annual return | -5.97% | 3.26%-9.2pp | 1.83%-7.8pp | 519.77%-525.7pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,561 | $6,075-41.4% | $5,277-32.5% | $5,609-36.5% |
| Admin fee / account holder | $796 | $11,472-93.1% | $9,110-91.3% | $10,829-92.6% |