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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 | $128,893 | $53,162+142.5% | $91,227+41.3% | $68,490+88.2% |
| Participation rate | 35.4% | 63.2%-27.8pp | 73.2%-37.8pp | 67.9%-32.5pp |
| Annual return | -16.82% | -3.14%-13.7pp | 114.14%-131.0pp | -7.85%-9.0pp |
| Employer contribution / active EE | $334 | $1,709-80.5% | $2,851-88.3% | $2,597-87.1% |
| Participant deferral / active EE | $1,632 | $2,974-45.1% | $4,234-61.5% | $4,028-59.5% |
| Admin fee / account holder | $2,677 | $4,493-40.4% | $5,423-50.6% | $5,403-50.5% |