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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 | $118,927 | $56,339+111.1% | $104,301+14.0% | $68,486+73.7% |
| Participation rate | 40.3% | 63.3%-23.0pp | 73.3%-33.0pp | 67.9%-27.6pp |
| Annual return | -14.52% | -9.19%-5.3pp | 24.61%-39.1pp | -7.85%-6.7pp |
| Employer contribution / active EE | $447 | $1,960-77.2% | $3,373-86.7% | $2,597-82.8% |
| Participant deferral / active EE | $2,671 | $3,077-13.2% | $4,626-42.3% | $4,028-33.7% |
| Admin fee / account holder | $5,108 | $4,902+4.2% | $7,340-30.4% | $5,404-5.5% |