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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 | $19,730 | $82,674-76.1% | $125,381-84.3% | $68,486-71.2% |
| Participation rate | 29.6% | 75.1%-45.4pp | 82.4%-52.7pp | 67.9%-38.3pp |
| Annual return | -15.91% | -5.97%-9.9pp | 572.31%-588.2pp | -7.85%-8.1pp |
| Employer contribution / active EE | -$7 | $3,382-100.2% | $4,815-100.2% | $2,597-100.3% |
| Participant deferral / active EE | $2,900 | $6,111-52.5% | $7,448-61.1% | $4,028-28.0% |
| Admin fee / account holder | $6,488 | $6,277+3.4% | $10,007-35.2% | $5,404+20.1% |