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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 | $33,597 | $25,979+29.3% | $71,778-53.2% | $68,490-50.9% |
| Participation rate | 18.6% | 54.5%-35.9pp | 62.3%-43.7pp | 67.9%-49.3pp |
| Annual return | -16.32% | -15.10%-1.2pp | 9.15%-25.5pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $507 | $1,522-66.7% | $2,656-80.9% | $4,028-87.4% |
| Admin fee / account holder | $7,105 | $2,022+251.4% | $3,974+78.8% | $5,403+31.5% |