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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 | $39,267 | $43,338-9.4% | $59,887-34.4% | $64,173-38.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 74.7%-24.7pp | 69.6%-19.6pp |
| Annual return | -3.30% | -1.55%-1.7pp | 3.46%-6.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $302 | $2,030-85.1% | $2,722-88.9% | $2,381-87.3% |
| Participant deferral / active EE | $898 | $2,547-64.7% | $3,402-73.6% | $3,470-74.1% |
| Admin fee / account holder | $9,628 | $3,007+220.1% | $3,591+168.1% | $4,887+97.0% |