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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 | $59,808 | $46,697+28.1% | $117,533-49.1% | $68,486-12.7% |
| Participation rate | 36.8% | 56.8%-19.9pp | 70.6%-33.8pp | 67.9%-31.1pp |
| Annual return | -14.09% | -14.52%+0.4pp | 29.77%-43.9pp | -7.85%-6.2pp |
| Employer contribution / active EE | $150 | $1,506-90.1% | $4,179-96.4% | $2,597-94.2% |
| Participant deferral / active EE | $1,320 | $2,637-49.9% | $4,072-67.6% | $4,028-67.2% |
| Admin fee / account holder | $1,048 | $4,023-73.9% | $5,647-81.4% | $5,404-80.6% |