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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 | $24,193 | $73,848-67.2% | $143,799-83.2% | $68,486-64.7% |
| Participation rate | 40.7% | 66.7%-25.9pp | 80.3%-39.6pp | 67.9%-27.2pp |
| Annual return | -13.57% | 0.91%-14.5pp | -0.04%-13.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $110 | $3,184-96.6% | $4,952-97.8% | $2,597-95.8% |
| Participant deferral / active EE | $958 | $3,385-71.7% | $5,638-83.0% | $4,028-76.2% |
| Admin fee / account holder | $13,653 | $5,755+137.2% | $14,677-7.0% | $5,404+152.7% |