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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 | $74,645 | $82,674-9.7% | $125,363-40.5% | $68,495+9.0% |
| Participation rate | 39.5% | 75.0%-35.6pp | 82.4%-42.9pp | 67.9%-28.4pp |
| Annual return | -14.58% | -5.97%-8.6pp | 572.15%-586.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $383 | $3,382-88.7% | $4,815-92.0% | $2,596-85.2% |
| Participant deferral / active EE | $3,292 | $6,111-46.1% | $7,447-55.8% | $4,028-18.3% |
| Admin fee / account holder | $5,646 | $6,276-10.0% | $10,005-43.6% | $5,403+4.5% |