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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 | $33,560 | $45,043-25.5% | $85,063-60.5% | $74,400-54.9% |
| Participation rate | 16.5% | 49.4%-32.9pp | 67.5%-51.0pp | 67.2%-50.7pp |
| Annual return | 11.61% | 26.26%-14.6pp | 66.54%-54.9pp | 1367.51%-1355.9pp |
| Employer contribution / active EE | $2 | $1,458-99.8% | $2,727-99.9% | $2,624-99.9% |
| Participant deferral / active EE | $656 | $2,733-76.0% | $4,523-85.5% | $4,348-84.9% |
| Admin fee / account holder | $1,483 | $2,210-32.9% | $6,155-75.9% | $1,944-23.7% |