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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 | $62,140 | $69,012-10.0% | $160,037-61.2% | $68,490-9.3% |
| Participation rate | 51.9% | 65.4%-13.6pp | 78.0%-26.1pp | 67.9%-16.0pp |
| Annual return | -16.70% | -9.65%-7.1pp | 408.95%-425.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,142 | $4,212-49.1% | $6,184-65.4% | $4,028-46.8% |
| Admin fee / account holder | $9,137 | $4,798+90.4% | $8,716+4.8% | $5,403+69.1% |