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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 | $32,485 | $64,719-49.8% | $112,249-71.1% | $68,486-52.6% |
| Participation rate | 59.3% | 67.2%-7.9pp | 75.1%-15.8pp | 67.9%-8.6pp |
| Annual return | -11.67% | -11.40%-0.3pp | 27.48%-39.2pp | -7.85%-3.8pp |
| Employer contribution / active EE | $396 | $2,747-85.6% | $3,636-89.1% | $2,597-84.8% |
| Participant deferral / active EE | $2,733 | $3,565-23.3% | $4,729-42.2% | $4,028-32.1% |
| Admin fee / account holder | $19,943 | $5,232+281.2% | $6,412+211.0% | $5,404+269.1% |