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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 | $31,161 | $54,357-42.7% | $82,706-62.3% | $68,495-54.5% |
| Participation rate | 17.2% | 63.9%-46.7pp | 72.6%-55.3pp | 67.9%-50.7pp |
| Annual return | -19.39% | -13.67%-5.7pp | 701.76%-721.1pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,589 | $3,246-20.2% | $4,394-41.1% | $4,028-35.7% |
| Admin fee / account holder | $1,847 | $4,396-58.0% | $5,329-65.3% | $5,403-65.8% |