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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 | $21,888 | $47,944-54.3% | $67,834-67.7% | $62,881-65.2% |
| Participation rate | 40.4% | 61.1%-20.7pp | 68.8%-28.4pp | 69.3%-29.0pp |
| Annual return | 6.98% | 11.77%-4.8pp | 138.47%-131.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,273 | $2,247-43.4% | $3,160-59.7% | $3,203-60.3% |
| Admin fee / account holder | $359 | $3,712-90.3% | $4,622-92.2% | $4,296-91.7% |