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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 | $33,553 | $100,792-66.7% | $86,691-61.3% | $134,509-75.1% |
| Participation rate | 37.5% | 78.9%-41.4pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -16.66% | 29.08%-45.7pp | 35.94%-52.6pp | 418.13%-434.8pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,798 | $5,339-66.3% | $4,656-61.4% | $6,400-71.9% |
| Admin fee / account holder | $12,216 | $10,924+11.8% | $7,492+63.1% | $11,427+6.9% |