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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 | $51,425 | $57,352-10.3% | $83,831-38.7% | $64,173-19.9% |
| Participation rate | 39.5% | 68.6%-29.1pp | 76.1%-36.6pp | 69.6%-30.0pp |
| Annual return | -0.37% | 11.38%-11.8pp | 850.99%-851.4pp | 7.63%-8.0pp |
| Employer contribution / active EE | $439 | $2,546-82.8% | $3,631-87.9% | $2,381-81.6% |
| Participant deferral / active EE | $1,463 | $2,993-51.1% | $4,082-64.2% | $3,470-57.8% |
| Admin fee / account holder | $382 | $4,046-90.6% | $5,479-93.0% | $4,887-92.2% |