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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 | $61,061 | $81,870-25.4% | $119,608-48.9% | $68,495-10.9% |
| Participation rate | 47.4% | 71.9%-24.5pp | 79.3%-31.9pp | 67.9%-20.5pp |
| Annual return | -15.45% | -23.82%+8.4pp | -14.98%-0.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $317 | $2,692-88.2% | $4,232-92.5% | $2,596-87.8% |
| Participant deferral / active EE | $3,255 | $4,148-21.5% | $5,601-41.9% | $4,028-19.2% |
| Admin fee / account holder | $11,244 | $6,583+70.8% | $10,326+8.9% | $5,403+108.1% |