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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 | $31,462 | $57,352-45.1% | $83,830-62.5% | $64,173-51.0% |
| Participation rate | 42.6% | 68.6%-26.0pp | 76.1%-33.5pp | 69.6%-26.9pp |
| Annual return | -1.56% | 11.38%-12.9pp | 850.97%-852.5pp | 7.63%-9.2pp |
| Employer contribution / active EE | $495 | $2,546-80.5% | $3,631-86.4% | $2,381-79.2% |
| Participant deferral / active EE | $2,195 | $2,993-26.7% | $4,082-46.2% | $3,470-36.7% |
| Admin fee / account holder | $7,103 | $4,046+75.6% | $5,479+29.6% | $4,887+45.3% |