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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 | $18,918 | $75,962-75.1% | $154,111-87.7% | $64,173-70.5% |
| Participation rate | 38.9% | 70.4%-31.5pp | 83.0%-44.1pp | 69.6%-30.7pp |
| Annual return | -5.13% | 30.32%-35.5pp | 735.18%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $217 | $3,350-93.5% | $5,298-95.9% | $2,381-90.9% |
| Participant deferral / active EE | $1,137 | $3,175-64.2% | $5,081-77.6% | $3,470-67.2% |
| Admin fee / account holder | $3,527 | $5,589-36.9% | $13,411-73.7% | $4,887-27.8% |