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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 | $40,859 | $50,947-19.8% | $74,549-45.2% | $64,173-36.3% |
| Participation rate | 61.5% | 61.1%+0.5pp | 69.1%-7.6pp | 69.6%-8.0pp |
| Annual return | -6.41% | -1.85%-4.6pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $174 | $1,115-84.4% | $1,961-91.1% | $2,381-92.7% |
| Participant deferral / active EE | $1,705 | $2,302-25.9% | $3,108-45.1% | $3,470-50.8% |
| Admin fee / account holder | $885 | $4,221-79.0% | $5,059-82.5% | $4,887-81.9% |