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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 | $26,299 | $105,867-75.2% | $90,760-71.0% | $134,532-80.5% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -17.97% | -10.99%-7.0pp | -12.16%-5.8pp | 418.27%-436.2pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,446 | $5,217-53.1% | $4,565-46.4% | $6,401-61.8% |
| Admin fee / account holder | $8,677 | $13,936-37.7% | $8,444+2.8% | $11,429-24.1% |