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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 | $55,925 | $133,981-58.3% | $112,249-50.2% | $134,532-58.4% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -12.83% | 47.16%-60.0pp | 27.48%-40.3pp | 418.27%-431.1pp |
| Employer contribution / active EE | $600 | $4,040-85.1% | $3,636-83.5% | $4,741-87.3% |
| Participant deferral / active EE | $3,123 | $5,292-41.0% | $4,729-34.0% | $6,401-51.2% |
| Admin fee / account holder | $1,832 | $7,492-75.5% | $6,412-71.4% | $11,429-84.0% |