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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 | $37,340 | $59,819-37.6% | $79,583-53.1% | $68,490-45.5% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -16.53% | -12.30%-4.2pp | 0.16%-16.7pp | -7.85%-8.7pp |
| Employer contribution / active EE | $43 | $1,505-97.1% | $2,414-98.2% | $2,597-98.3% |
| Participant deferral / active EE | $5,267 | $3,025+74.1% | $3,986+32.2% | $4,028+30.8% |
| Admin fee / account holder | $24,040 | $4,835+397.2% | $6,835+251.7% | $5,403+344.9% |