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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 | $18,892 | $73,863-74.4% | $143,797-86.9% | $68,490-72.4% |
| Participation rate | 38.9% | 66.7%-27.8pp | 80.3%-41.4pp | 67.9%-29.0pp |
| Annual return | -12.77% | 0.91%-13.7pp | -0.04%-12.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $383 | $3,185-88.0% | $4,952-92.3% | $2,597-85.3% |
| Participant deferral / active EE | $1,638 | $3,385-51.6% | $5,638-70.9% | $4,028-59.3% |
| Admin fee / account holder | $1,325 | $5,756-77.0% | $14,679-91.0% | $5,403-75.5% |