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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 | $25,854 | $54,370-52.4% | $82,763-68.8% | $68,490-62.3% |
| Participation rate | 62.5% | 63.9%-1.4pp | 72.6%-10.1pp | 67.9%-5.4pp |
| Annual return | -15.65% | -13.67%-2.0pp | 702.45%-718.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $55 | $2,219-97.5% | $3,008-98.2% | $2,597-97.9% |
| Participant deferral / active EE | $1,606 | $3,247-50.5% | $4,395-63.5% | $4,028-60.1% |
| Admin fee / account holder | $3,417 | $4,398-22.3% | $5,325-35.8% | $5,403-36.8% |