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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 | $45,687 | $73,009-37.4% | $90,756-49.7% | $68,495-33.3% |
| Participation rate | 68.8% | 70.8%-2.1pp | 75.7%-6.9pp | 67.9%+0.9pp |
| Annual return | -12.93% | -13.81%+0.9pp | -12.16%-0.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $436 | $2,193-80.1% | $2,922-85.1% | $2,596-83.2% |
| Participant deferral / active EE | $1,613 | $3,626-55.5% | $4,565-64.7% | $4,028-60.0% |
| Admin fee / account holder | $10,192 | $5,896+72.9% | $8,445+20.7% | $5,403+88.6% |