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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 | $49,089 | $64,719-24.2% | $112,249-56.3% | $68,486-28.3% |
| Participation rate | 54.8% | 67.2%-12.3pp | 75.1%-20.2pp | 67.9%-13.1pp |
| Annual return | -18.63% | -11.40%-7.2pp | 27.48%-46.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $509 | $2,747-81.5% | $3,636-86.0% | $2,597-80.4% |
| Participant deferral / active EE | $2,222 | $3,565-37.7% | $4,729-53.0% | $4,028-44.8% |
| Admin fee / account holder | $1,271 | $5,232-75.7% | $6,412-80.2% | $5,404-76.5% |