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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 | $41,276 | $56,339-26.7% | $104,301-60.4% | $68,486-39.7% |
| Participation rate | 30.6% | 63.3%-32.7pp | 73.3%-42.7pp | 67.9%-37.3pp |
| Annual return | -18.28% | -9.19%-9.1pp | 24.61%-42.9pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,813 | $3,077-41.1% | $4,626-60.8% | $4,028-55.0% |
| Admin fee / account holder | $601 | $4,902-87.7% | $7,340-91.8% | $5,404-88.9% |