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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 | $41,297 | $110,083-62.5% | $151,639-72.8% | $68,486-39.7% |
| Participation rate | 58.2% | 84.0%-25.8pp | 87.5%-29.3pp | 67.9%-9.7pp |
| Annual return | -17.89% | -10.12%-7.8pp | 3.34%-21.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,089 | $4,470-75.6% | $6,165-82.3% | $2,597-58.1% |
| Participant deferral / active EE | $3,883 | $6,526-40.5% | $8,363-53.6% | $4,028-3.6% |
| Admin fee / account holder | $1,353 | $7,718-82.5% | $11,613-88.3% | $5,404-75.0% |