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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 | $32,558 | $64,719-49.7% | $112,249-71.0% | $68,486-52.5% |
| Participation rate | 53.8% | 67.2%-13.3pp | 75.1%-21.2pp | 67.9%-14.0pp |
| Annual return | -2.35% | -11.40%+9.0pp | 27.48%-29.8pp | -7.85%+5.5pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,302 | $3,565-35.4% | $4,729-51.3% | $4,028-42.9% |
| Admin fee / account holder | $5,470 | $5,232+4.5% | $6,412-14.7% | $5,404+1.2% |