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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 | $90,377 | $64,716+39.7% | $112,258-19.5% | $68,495+31.9% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -15.69% | -11.40%-4.3pp | 27.47%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $646 | $2,746-76.5% | $3,636-82.2% | $2,596-75.1% |
| Participant deferral / active EE | $2,137 | $3,565-40.1% | $4,728-54.8% | $4,028-46.9% |
| Admin fee / account holder | $39,542 | $5,232+655.8% | $6,411+516.8% | $5,403+631.8% |