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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 | $42,021 | $54,162-22.4% | $68,612-38.8% | $64,173-34.5% |
| Participation rate | 58.1% | 68.1%-10.0pp | 72.2%-14.2pp | 69.6%-11.5pp |
| Annual return | -5.41% | -1.62%-3.8pp | -4.63%-0.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $293 | $1,846-84.1% | $2,625-88.9% | $2,381-87.7% |
| Participant deferral / active EE | $2,889 | $2,626+10.0% | $3,311-12.7% | $3,470-16.7% |
| Admin fee / account holder | $2,487 | $4,029-38.3% | $5,131-51.5% | $4,887-49.1% |