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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 | $41,991 | $73,863-43.2% | $143,797-70.8% | $68,490-38.7% |
| Participation rate | 49.3% | 66.7%-17.4pp | 80.3%-31.0pp | 67.9%-18.6pp |
| Annual return | -16.64% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $221 | $3,185-93.1% | $4,952-95.5% | $2,597-91.5% |
| Participant deferral / active EE | $1,671 | $3,385-50.6% | $5,638-70.4% | $4,028-58.5% |
| Admin fee / account holder | $3,707 | $5,756-35.6% | $14,679-74.7% | $5,403-31.4% |