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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 | $27,966 | $71,872-61.1% | $86,691-67.7% | $68,495-59.2% |
| Participation rate | 63.0% | 72.2%-9.2pp | 76.6%-13.6pp | 67.9%-4.9pp |
| Annual return | -15.89% | 3.53%-19.4pp | 35.94%-51.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $398 | $2,173-81.7% | $2,837-86.0% | $2,596-84.7% |
| Participant deferral / active EE | $3,618 | $3,779-4.3% | $4,656-22.3% | $4,028-10.2% |
| Admin fee / account holder | $22,465 | $6,112+267.5% | $7,492+199.9% | $5,403+315.8% |