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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 | $22,050 | $73,848-70.1% | $143,799-84.7% | $68,486-67.8% |
| Participation rate | 19.5% | 66.7%-47.1pp | 80.3%-60.8pp | 67.9%-48.4pp |
| Annual return | -18.90% | 0.91%-19.8pp | -0.04%-18.9pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $958 | $3,385-71.7% | $5,638-83.0% | $4,028-76.2% |
| Admin fee / account holder | $895 | $5,755-84.4% | $14,677-93.9% | $5,404-83.4% |