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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 | $49,377 | $57,352-13.9% | $83,830-41.1% | $64,173-23.1% |
| Participation rate | 55.2% | 68.6%-13.4pp | 76.1%-20.9pp | 69.6%-14.4pp |
| Annual return | -6.22% | 11.38%-17.6pp | 850.97%-857.2pp | 7.63%-13.8pp |
| Employer contribution / active EE | $372 | $2,546-85.4% | $3,631-89.8% | $2,381-84.4% |
| Participant deferral / active EE | $2,245 | $2,993-25.0% | $4,082-45.0% | $3,470-35.3% |
| Admin fee / account holder | $2,617 | $4,046-35.3% | $5,479-52.2% | $4,887-46.5% |