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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 | $39,264 | $73,848-46.8% | $143,799-72.7% | $68,486-42.7% |
| Participation rate | 55.4% | 66.7%-11.3pp | 80.3%-24.9pp | 67.9%-12.5pp |
| Annual return | -17.79% | 0.91%-18.7pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $307 | $3,184-90.4% | $4,952-93.8% | $2,597-88.2% |
| Participant deferral / active EE | $2,695 | $3,385-20.4% | $5,638-52.2% | $4,028-33.1% |
| Admin fee / account holder | $1,138 | $5,755-80.2% | $14,677-92.2% | $5,404-78.9% |