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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 | $52,947 | $81,870-35.3% | $119,622-55.7% | $68,486-22.7% |
| Participation rate | 26.3% | 71.9%-45.6pp | 79.3%-52.9pp | 67.9%-41.6pp |
| Annual return | -18.25% | -23.82%+5.6pp | -14.98%-3.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $469 | $2,692-82.6% | $4,232-88.9% | $2,597-81.9% |
| Participant deferral / active EE | $2,216 | $4,148-46.6% | $5,601-60.4% | $4,028-45.0% |
| Admin fee / account holder | $2,279 | $6,583-65.4% | $10,328-77.9% | $5,404-57.8% |