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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 | $38,239 | $50,947-24.9% | $74,551-48.7% | $64,173-40.4% |
| Participation rate | 31.9% | 61.1%-29.1pp | 69.1%-37.2pp | 69.6%-37.7pp |
| Annual return | 4.92% | -1.85%+6.8pp | 32.53%-27.6pp | 7.63%-2.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,172 | $2,302-5.6% | $3,108-30.1% | $3,470-37.4% |
| Admin fee / account holder | $2,724 | $4,221-35.5% | $5,059-46.2% | $4,887-44.3% |