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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 | $66,656 | $54,370+22.6% | $82,763-19.5% | $68,490-2.7% |
| Participation rate | 16.7% | 63.9%-47.3pp | 72.6%-55.9pp | 67.9%-51.2pp |
| Annual return | -17.89% | -13.67%-4.2pp | 702.45%-720.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $95 | $2,219-95.7% | $3,008-96.8% | $2,597-96.3% |
| Participant deferral / active EE | $1,910 | $3,247-41.2% | $4,395-56.5% | $4,028-52.6% |
| Admin fee / account holder | $860 | $4,398-80.5% | $5,325-83.9% | $5,403-84.1% |