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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 | $65,935 | $57,352+15.0% | $83,830-21.3% | $64,173+2.7% |
| Participation rate | 68.3% | 68.6%-0.3pp | 76.1%-7.9pp | 69.6%-1.3pp |
| Annual return | -5.60% | 11.38%-17.0pp | 850.97%-856.6pp | 7.63%-13.2pp |
| Employer contribution / active EE | $507 | $2,546-80.1% | $3,631-86.0% | $2,381-78.7% |
| Participant deferral / active EE | $4,503 | $2,993+50.5% | $4,082+10.3% | $3,470+29.8% |
| Admin fee / account holder | $11,892 | $4,046+193.9% | $5,479+117.1% | $4,887+143.3% |