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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 | $32,130 | $54,370-40.9% | $82,763-61.2% | $68,490-53.1% |
| Participation rate | 37.8% | 63.9%-26.2pp | 72.6%-34.8pp | 67.9%-30.1pp |
| Annual return | -14.43% | -13.67%-0.8pp | 702.45%-716.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $228 | $2,219-89.7% | $3,008-92.4% | $2,597-91.2% |
| Participant deferral / active EE | $945 | $3,247-70.9% | $4,395-78.5% | $4,028-76.5% |
| Admin fee / account holder | $2,124 | $4,398-51.7% | $5,325-60.1% | $5,403-60.7% |