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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 | $63,795 | $54,357+17.4% | $82,706-22.9% | $68,495-6.9% |
| Participation rate | 20.7% | 63.9%-43.2pp | 72.6%-51.9pp | 67.9%-47.2pp |
| Annual return | -16.97% | -13.67%-3.3pp | 701.76%-718.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,100 | $3,246-66.1% | $4,394-75.0% | $4,028-72.7% |
| Admin fee / account holder | $19,193 | $4,396+336.6% | $5,329+260.2% | $5,403+255.2% |