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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 | $18,338 | $54,370-66.3% | $82,763-77.8% | $68,490-73.2% |
| Participation rate | 57.1% | 63.9%-6.8pp | 72.6%-15.4pp | 67.9%-10.8pp |
| Annual return | -18.65% | -13.67%-5.0pp | 702.45%-721.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $189 | $2,219-91.5% | $3,008-93.7% | $2,597-92.7% |
| Participant deferral / active EE | $1,811 | $3,247-44.2% | $4,395-58.8% | $4,028-55.0% |
| Admin fee / account holder | $4,130 | $4,398-6.1% | $5,325-22.5% | $5,403-23.6% |