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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 | $38,355 | $54,355-29.4% | $82,744-53.6% | $68,486-44.0% |
| Participation rate | 58.7% | 63.9%-5.2pp | 72.6%-13.9pp | 67.9%-9.2pp |
| Annual return | -15.05% | -13.67%-1.4pp | 702.22%-717.3pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,002 | $3,246-69.2% | $4,395-77.2% | $4,028-75.1% |
| Admin fee / account holder | $3,017 | $4,397-31.4% | $5,325-43.3% | $5,404-44.2% |