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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 | $15,727 | $75,832-79.3% | $147,617-89.3% | $59,633-73.6% |
| Participation rate | 55.6% | 71.6%-16.0pp | 84.6%-29.1pp | 68.7%-13.1pp |
| Annual return | 0.09% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $165 | $3,485-95.3% | $5,564-97.0% | $2,203-92.5% |
| Participant deferral / active EE | $1,217 | $3,131-61.1% | $4,895-75.1% | $3,192-61.9% |
| Admin fee / account holder | $14,196 | $5,986+137.2% | $11,612+22.3% | $4,297+230.4% |