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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 | $18,010 | $133,998-86.6% | $112,263-84.0% | $134,545-86.6% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -19.18% | 47.17%-66.4pp | 27.49%-46.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,615 | $5,292+25.0% | $4,729+39.9% | $6,401+3.3% |
| Admin fee / account holder | $639 | $7,493-91.5% | $6,410-90.0% | $11,431-94.4% |