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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 | $14,669 | $75,962-80.7% | $154,111-90.5% | $64,173-77.1% |
| Participation rate | 30.1% | 70.4%-40.3pp | 83.0%-52.9pp | 69.6%-39.5pp |
| Annual return | -3.41% | 30.32%-33.7pp | 735.18%-738.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $137 | $3,350-95.9% | $5,298-97.4% | $2,381-94.2% |
| Participant deferral / active EE | $1,172 | $3,175-63.1% | $5,081-76.9% | $3,470-66.2% |
| Admin fee / account holder | $5,940 | $5,589+6.3% | $13,411-55.7% | $4,887+21.5% |