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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 | $78,947 | $69,012+14.4% | $160,009-50.7% | $68,486+15.3% |
| Participation rate | 65.5% | 65.4%+0.1pp | 78.0%-12.5pp | 67.9%-2.4pp |
| Annual return | -15.92% | -9.65%-6.3pp | 408.85%-424.8pp | -7.85%-8.1pp |
| Employer contribution / active EE | $63 | $2,212-97.1% | $4,225-98.5% | $2,597-97.6% |
| Participant deferral / active EE | $1,576 | $4,212-62.6% | $6,183-74.5% | $4,028-60.9% |
| Admin fee / account holder | $41,696 | $4,798+768.9% | $8,715+378.4% | $5,404+671.6% |