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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 | $18,535 | $54,357-65.9% | $82,706-77.6% | $68,495-72.9% |
| Participation rate | 54.5% | 63.9%-9.4pp | 72.6%-18.0pp | 67.9%-13.3pp |
| Annual return | -19.33% | -13.67%-5.7pp | 701.76%-721.1pp | -7.84%-11.5pp |
| Employer contribution / active EE | $118 | $2,218-94.7% | $3,007-96.1% | $2,596-95.5% |
| Participant deferral / active EE | $1,295 | $3,246-60.1% | $4,394-70.5% | $4,028-67.8% |
| Admin fee / account holder | $482 | $4,396-89.0% | $5,329-91.0% | $5,403-91.1% |