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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 | $19,050 | $43,730-56.4% | $121,220-84.3% | $64,173-70.3% |
| Participation rate | 60.0% | 58.3%+1.7pp | 71.8%-11.8pp | 69.6%-9.6pp |
| Annual return | -6.56% | 68.94%-75.5pp | 16.94%-23.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $118 | $1,297-90.9% | $4,023-97.1% | $2,381-95.0% |
| Participant deferral / active EE | $1,575 | $2,281-30.9% | $3,345-52.9% | $3,470-54.6% |
| Admin fee / account holder | $4,302 | $3,502+22.8% | $5,021-14.3% | $4,887-12.0% |