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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 | $50,905 | $82,678-38.4% | $125,391-59.4% | $68,490-25.7% |
| Participation rate | 46.0% | 75.1%-29.1pp | 82.4%-36.4pp | 67.9%-21.9pp |
| Annual return | -18.66% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $662 | $3,382-80.4% | $4,816-86.3% | $2,597-74.5% |
| Participant deferral / active EE | $3,196 | $6,111-47.7% | $7,448-57.1% | $4,028-20.7% |
| Admin fee / account holder | $4,281 | $6,277-31.8% | $10,009-57.2% | $5,403-20.8% |