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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 | $49,159 | $82,674-40.5% | $125,381-60.8% | $68,486-28.2% |
| Participation rate | 60.7% | 75.1%-14.3pp | 82.4%-21.7pp | 67.9%-7.2pp |
| Annual return | -14.92% | -5.97%-8.9pp | 572.31%-587.2pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,685 | $6,111-39.7% | $7,448-50.5% | $4,028-8.5% |
| Admin fee / account holder | $411 | $6,277-93.5% | $10,007-95.9% | $5,404-92.4% |