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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 | $32,088 | $42,910-25.2% | $60,919-47.3% | $68,490-53.1% |
| Participation rate | 22.9% | 66.8%-43.9pp | 73.1%-50.2pp | 67.9%-45.0pp |
| Annual return | -15.41% | -13.99%-1.4pp | 16.96%-32.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $67 | $1,978-96.6% | $2,704-97.5% | $2,597-97.4% |
| Participant deferral / active EE | $1,249 | $2,866-56.4% | $3,814-67.3% | $4,028-69.0% |
| Admin fee / account holder | $396 | $3,104-87.3% | $3,228-87.7% | $5,403-92.7% |