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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 | $51,128 | $67,411-24.2% | $91,004-43.8% | $70,126-27.1% |
| Participation rate | 52.2% | 71.4%-19.2pp | 75.6%-23.4pp | 69.5%-17.4pp |
| Annual return | 13.89% | -40.16%+54.1pp | 4.60%+9.3pp | 73.15%-59.3pp |
| Employer contribution / active EE | $256 | $1,786-85.7% | $2,456-89.6% | $2,343-89.1% |
| Participant deferral / active EE | $1,313 | $2,823-53.5% | $3,548-63.0% | $3,332-60.6% |
| Admin fee / account holder | $2,182 | $4,236-48.5% | $5,417-59.7% | $4,645-53.0% |