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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 | $14,183 | $54,355-73.9% | $82,744-82.9% | $68,486-79.3% |
| Participation rate | 15.5% | 63.9%-48.4pp | 72.6%-57.0pp | 67.9%-52.4pp |
| Annual return | -19.22% | -13.67%-5.6pp | 702.22%-721.4pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,120 | $3,246-65.5% | $4,395-74.5% | $4,028-72.2% |
| Admin fee / account holder | $20,366 | $4,397+363.2% | $5,325+282.5% | $5,404+276.9% |