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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 | $30,243 | $72,404-58.2% | $110,243-72.6% | $64,173-52.9% |
| Participation rate | 40.0% | 73.3%-33.3pp | 79.8%-39.8pp | 69.6%-29.6pp |
| Annual return | -6.00% | -6.29%+0.3pp | 314.76%-320.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $465 | $2,282-79.6% | $3,827-87.9% | $2,381-80.5% |
| Participant deferral / active EE | $1,858 | $3,469-46.4% | $4,672-60.2% | $3,470-46.4% |
| Admin fee / account holder | $4,207 | $5,664-25.7% | $8,548-50.8% | $4,887-13.9% |