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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 | $57,951 | $81,870-29.2% | $119,622-51.6% | $68,486-15.4% |
| Participation rate | 46.1% | 71.9%-25.8pp | 79.3%-33.2pp | 67.9%-21.8pp |
| Annual return | -17.22% | -23.82%+6.6pp | -14.98%-2.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $194 | $2,692-92.8% | $4,232-95.4% | $2,597-92.5% |
| Participant deferral / active EE | $2,942 | $4,148-29.1% | $5,601-47.5% | $4,028-26.9% |
| Admin fee / account holder | $3,771 | $6,583-42.7% | $10,328-63.5% | $5,404-30.2% |