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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 | $138,755 | $133,998+3.5% | $112,263+23.6% | $134,545+3.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -8.60% | 47.17%-55.8pp | 27.49%-36.1pp | 418.37%-427.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,374 | $5,292+114.9% | $4,729+140.5% | $6,401+77.7% |
| Admin fee / account holder | $3,728 | $7,493-50.2% | $6,410-41.8% | $11,431-67.4% |