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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 | $38,231 | $61,660-38.0% | $80,022-52.2% | $64,173-40.4% |
| Participation rate | 48.9% | 71.7%-22.8pp | 75.8%-26.9pp | 69.6%-20.6pp |
| Annual return | -1.56% | -0.33%-1.2pp | 11.22%-12.8pp | 7.63%-9.2pp |
| Employer contribution / active EE | $253 | $1,810-86.0% | $2,468-89.7% | $2,381-89.4% |
| Participant deferral / active EE | $1,471 | $2,968-50.4% | $3,686-60.1% | $3,470-57.6% |
| Admin fee / account holder | $15,539 | $5,417+186.9% | $6,521+138.3% | $4,887+217.9% |