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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 | $30,464 | $57,352-46.9% | $83,831-63.7% | $64,173-52.5% |
| Participation rate | 44.4% | 68.6%-24.2pp | 76.1%-31.7pp | 69.6%-25.1pp |
| Annual return | -6.60% | 11.38%-18.0pp | 850.99%-857.6pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,523 | $2,993-49.1% | $4,082-62.7% | $3,470-56.1% |
| Admin fee / account holder | $601 | $4,046-85.1% | $5,479-89.0% | $4,887-87.7% |