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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 | $28,693 | $82,674-65.3% | $125,381-77.1% | $68,486-58.1% |
| Participation rate | 54.9% | 75.1%-20.1pp | 82.4%-27.4pp | 67.9%-13.0pp |
| Annual return | -16.25% | -5.97%-10.3pp | 572.31%-588.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,621 | $6,111-24.4% | $7,448-38.0% | $4,028+14.7% |
| Admin fee / account holder | $3,535 | $6,277-43.7% | $10,007-64.7% | $5,404-34.6% |