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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 | $55,500 | $95,975-42.2% | $74,549-25.6% | $135,379-59.0% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -6.63% | 56.96%-63.6pp | 32.53%-39.2pp | 519.79%-526.4pp |
| Employer contribution / active EE | $211 | $2,716-92.2% | $1,961-89.2% | $4,779-95.6% |
| Participant deferral / active EE | $908 | $3,844-76.4% | $3,108-70.8% | $5,609-83.8% |
| Admin fee / account holder | $6,713 | $6,522+2.9% | $5,059+32.7% | $10,828-38.0% |