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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 | $58,897 | $95,915-38.6% | $79,580-26.0% | $134,532-56.2% |
| Participation rate | 42.1% | 75.0%-32.9pp | 69.5%-27.4pp | 81.2%-39.1pp |
| Annual return | -15.40% | -2.71%-12.7pp | 0.15%-15.6pp | 418.27%-433.7pp |
| Employer contribution / active EE | $475 | $3,129-84.8% | $2,413-80.3% | $4,741-90.0% |
| Participant deferral / active EE | $1,571 | $4,693-66.5% | $3,985-60.6% | $6,401-75.5% |
| Admin fee / account holder | $484 | $9,132-94.7% | $6,835-92.9% | $11,429-95.8% |