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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 | $21,145 | $45,566-53.6% | $64,105-67.0% | $59,633-64.5% |
| Participation rate | 62.9% | 60.2%+2.7pp | 68.2%-5.3pp | 68.7%-5.8pp |
| Annual return | 0.23% | 4.95%-4.7pp | 791.24%-791.0pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,139 | $2,057-44.6% | $2,822-59.6% | $3,192-64.3% |
| Admin fee / account holder | $5,459 | $3,268+67.1% | $4,499+21.3% | $4,297+27.0% |