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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 | $39,702 | $61,660-35.6% | $80,022-50.4% | $64,181-38.1% |
| Participation rate | 56.9% | 71.7%-14.8pp | 75.8%-18.9pp | 69.6%-12.6pp |
| Annual return | -6.11% | -0.33%-5.8pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $150 | $1,810-91.7% | $2,468-93.9% | $2,381-93.7% |
| Participant deferral / active EE | $2,278 | $2,968-23.3% | $3,686-38.2% | $3,470-34.4% |
| Admin fee / account holder | $4,950 | $5,417-8.6% | $6,521-24.1% | $4,887+1.3% |