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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 | $22,008 | $69,012-68.1% | $160,037-86.2% | $68,490-67.9% |
| Participation rate | 41.9% | 65.4%-23.5pp | 78.0%-36.1pp | 67.9%-26.0pp |
| Annual return | -11.82% | -9.65%-2.2pp | 408.95%-420.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $254 | $2,212-88.5% | $4,226-94.0% | $2,597-90.2% |
| Participant deferral / active EE | $2,366 | $4,212-43.8% | $6,184-61.7% | $4,028-41.2% |
| Admin fee / account holder | $2,922 | $4,798-39.1% | $8,716-66.5% | $5,403-45.9% |