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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 | $103,223 | $64,719+59.5% | $112,249-8.0% | $68,486+50.7% |
| Participation rate | 47.4% | 67.2%-19.8pp | 75.1%-27.7pp | 67.9%-20.5pp |
| Annual return | -13.01% | -11.40%-1.6pp | 27.48%-40.5pp | -7.85%-5.2pp |
| Employer contribution / active EE | $486 | $2,747-82.3% | $3,636-86.6% | $2,597-81.3% |
| Participant deferral / active EE | $5,805 | $3,565+62.8% | $4,729+22.8% | $4,028+44.1% |
| Admin fee / account holder | $18,473 | $5,232+253.1% | $6,412+188.1% | $5,404+241.8% |