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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 | $25,867 | $67,411-61.6% | $91,004-71.6% | $70,126-63.1% |
| Participation rate | 47.2% | 71.4%-24.2pp | 75.6%-28.4pp | 69.5%-22.4pp |
| Annual return | 48.91% | -40.16%+89.1pp | 4.60%+44.3pp | 73.15%-24.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,942 | $2,823+4.2% | $3,548-17.1% | $3,332-11.7% |
| Admin fee / account holder | $2,168 | $4,236-48.8% | $5,417-60.0% | $4,645-53.3% |