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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 | $33,651 | $75,959-55.7% | $154,114-78.2% | $64,181-47.6% |
| Participation rate | 65.5% | 70.4%-4.9pp | 83.0%-17.5pp | 69.6%-4.1pp |
| Annual return | -5.71% | 30.32%-36.0pp | 735.16%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $324 | $3,350-90.3% | $5,298-93.9% | $2,381-86.4% |
| Participant deferral / active EE | $2,741 | $3,175-13.7% | $5,081-46.1% | $3,470-21.0% |
| Admin fee / account holder | $3,424 | $5,589-38.7% | $13,411-74.5% | $4,887-29.9% |