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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 | $25,209 | $82,674-69.5% | $125,363-79.9% | $68,495-63.2% |
| Participation rate | 45.5% | 75.0%-29.6pp | 82.4%-36.9pp | 67.9%-22.4pp |
| Annual return | -15.92% | -5.97%-10.0pp | 572.15%-588.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | -$2 | $3,382-100.1% | $4,815-100.0% | $2,596-100.1% |
| Participant deferral / active EE | $3,540 | $6,111-42.1% | $7,447-52.5% | $4,028-12.1% |
| Admin fee / account holder | $4,805 | $6,276-23.4% | $10,005-52.0% | $5,403-11.1% |