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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 | $24,364 | $42,910-43.2% | $60,919-60.0% | $68,490-64.4% |
| Participation rate | 27.8% | 66.8%-39.0pp | 73.1%-45.3pp | 67.9%-40.1pp |
| Annual return | -18.14% | -13.99%-4.1pp | 16.96%-35.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,756 | $2,866-38.7% | $3,814-54.0% | $4,028-56.4% |
| Admin fee / account holder | $1,601 | $3,104-48.4% | $3,228-50.4% | $5,403-70.4% |