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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 | $36,900 | $87,542-57.8% | $75,782-51.3% | $125,393-70.6% |
| Participation rate | 38.9% | 80.2%-41.3pp | 75.8%-36.9pp | 83.2%-44.3pp |
| Annual return | -3.24% | 13.48%-16.7pp | 9.68%-12.9pp | 282.23%-285.5pp |
| Employer contribution / active EE | $390 | $3,930-90.1% | $3,323-88.3% | $4,866-92.0% |
| Participant deferral / active EE | $1,184 | $4,229-72.0% | $3,652-67.6% | $5,351-77.9% |
| Admin fee / account holder | $1,957 | $6,502-69.9% | $5,300-63.1% | $9,541-79.5% |