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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 | $41,057 | $48,050-14.6% | $85,969-52.2% | $59,633-31.2% |
| Participation rate | 60.0% | 64.5%-4.5pp | 76.5%-16.5pp | 68.7%-8.7pp |
| Annual return | -0.97% | 0.29%-1.3pp | 9.32%-10.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $242 | $1,640-85.3% | $3,474-93.0% | $2,203-89.0% |
| Participant deferral / active EE | $915 | $2,249-59.3% | $3,829-76.1% | $3,192-71.3% |
| Admin fee / account holder | $7,313 | $3,206+128.1% | $6,053+20.8% | $4,297+70.2% |