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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 | $50,388 | $67,411-25.3% | $91,004-44.6% | $70,126-28.1% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 13.07% | -40.16%+53.2pp | 4.60%+8.5pp | 73.15%-60.1pp |
| Employer contribution / active EE | $211 | $1,786-88.2% | $2,456-91.4% | $2,343-91.0% |
| Participant deferral / active EE | $1,329 | $2,823-52.9% | $3,548-62.5% | $3,332-60.1% |
| Admin fee / account holder | $9,327 | $4,236+120.2% | $5,417+72.2% | $4,645+100.8% |