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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 | $56,211 | $49,280+14.1% | $67,313-16.5% | $64,173-12.4% |
| Participation rate | 56.8% | 60.8%-4.0pp | 69.1%-12.3pp | 69.6%-12.8pp |
| Annual return | -3.48% | -1.39%-2.1pp | -4.08%+0.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $194 | $1,668-88.4% | $2,566-92.4% | $2,381-91.8% |
| Participant deferral / active EE | $1,134 | $2,484-54.4% | $3,568-68.2% | $3,470-67.3% |
| Admin fee / account holder | $6,059 | $3,863+56.9% | $4,507+34.4% | $4,887+24.0% |