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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 | $41,323 | $91,536-54.9% | $130,062-68.2% | $75,177-45.0% |
| Participation rate | 64.2% | 71.5%-7.3pp | 78.5%-14.3pp | 67.2%-3.0pp |
| Annual return | 15.72% | -631.62%+647.3pp | -137.37%+153.1pp | 160.75%-145.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,327 | $4,343-23.4% | $5,821-42.8% | $4,126-19.4% |
| Admin fee / account holder | $4,271 | $6,780-37.0% | $10,601-59.7% | $5,651-24.4% |