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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 | $41,619 | $43,730-4.8% | $121,208-65.7% | $64,181-35.2% |
| Participation rate | 24.6% | 58.3%-33.7pp | 71.8%-47.1pp | 69.6%-44.9pp |
| Annual return | -3.51% | 68.94%-72.5pp | 16.93%-20.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,106 | $2,281-51.5% | $3,345-66.9% | $3,470-68.1% |
| Admin fee / account holder | $723 | $3,502-79.4% | $5,020-85.6% | $4,887-85.2% |