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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 | $42,999 | $50,947-15.6% | $74,549-42.3% | $64,173-33.0% |
| Participation rate | 38.1% | 61.1%-23.0pp | 69.1%-31.1pp | 69.6%-31.5pp |
| Annual return | 3.60% | -1.85%+5.5pp | 32.53%-28.9pp | 7.63%-4.0pp |
| Employer contribution / active EE | $90 | $1,115-91.9% | $1,961-95.4% | $2,381-96.2% |
| Participant deferral / active EE | $2,769 | $2,302+20.3% | $3,108-10.9% | $3,470-20.2% |
| Admin fee / account holder | $2,298 | $4,221-45.5% | $5,059-54.6% | $4,887-53.0% |