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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 | $82,257 | $54,355+51.3% | $82,744-0.6% | $68,486+20.1% |
| Participation rate | 14.7% | 63.9%-49.2pp | 72.6%-57.9pp | 67.9%-53.2pp |
| Annual return | -18.04% | -13.67%-4.4pp | 702.22%-720.3pp | -7.85%-10.2pp |
| Employer contribution / active EE | $173 | $2,219-92.2% | $3,008-94.2% | $2,597-93.3% |
| Participant deferral / active EE | $1,531 | $3,246-52.8% | $4,395-65.2% | $4,028-62.0% |
| Admin fee / account holder | $2,213 | $4,397-49.7% | $5,325-58.4% | $5,404-59.1% |