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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 | $40,387 | $158,852-74.6% | $121,220-66.7% | $135,380-70.2% |
| Participation rate | 28.6% | 79.3%-50.7pp | 71.8%-43.2pp | 82.6%-54.1pp |
| Annual return | -6.33% | -0.64%-5.7pp | 16.94%-23.3pp | 519.81%-526.1pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,355 | $4,006-66.2% | $3,345-59.5% | $5,609-75.8% |
| Admin fee / account holder | $18,234 | $6,515+179.9% | $5,021+263.2% | $10,828+68.4% |