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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 | $20,475 | $32,037-36.1% | $69,182-70.4% | $62,881-67.4% |
| Participation rate | 40.0% | 43.4%-3.4pp | 55.1%-15.1pp | 69.3%-29.3pp |
| Annual return | 6.05% | 15.16%-9.1pp | -21.93%+28.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,513 | $1,185+27.6% | $1,897-20.2% | $3,203-52.8% |
| Admin fee / account holder | $1,243 | $2,608-52.3% | $2,697-53.9% | $4,296-71.1% |