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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 | $65,993 | $131,835-49.9% | $108,582-39.2% | $273,972-75.9% |
| Participation rate | 36.8% | 83.5%-46.6pp | 79.6%-42.7pp | 83.0%-46.2pp |
| Annual return | 5.74% | -91.57%+97.3pp | -51.70%+57.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $773 | $4,913-84.3% | $3,758-79.4% | $4,869-84.1% |
| Participant deferral / active EE | $2,649 | $5,127-48.3% | $4,311-38.5% | $5,287-49.9% |
| Admin fee / account holder | $1,988 | $10,253-80.6% | $7,645-74.0% | $10,133-80.4% |