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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 | $50,992 | $71,873-29.1% | $86,698-41.2% | $68,490-25.5% |
| Participation rate | 43.8% | 72.2%-28.5pp | 76.6%-32.8pp | 67.9%-24.1pp |
| Annual return | -12.21% | 3.54%-15.7pp | 35.96%-48.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $511 | $2,173-76.5% | $2,837-82.0% | $2,597-80.3% |
| Participant deferral / active EE | $1,859 | $3,779-50.8% | $4,656-60.1% | $4,028-53.9% |
| Admin fee / account holder | $15,786 | $6,110+158.4% | $7,492+110.7% | $5,403+192.2% |