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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 | $15,357 | $133,981-88.5% | $112,249-86.3% | $134,532-88.6% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -16.03% | 47.16%-63.2pp | 27.48%-43.5pp | 418.27%-434.3pp |
| Employer contribution / active EE | $232 | $4,040-94.3% | $3,636-93.6% | $4,741-95.1% |
| Participant deferral / active EE | $2,140 | $5,292-59.6% | $4,729-54.7% | $6,401-66.6% |
| Admin fee / account holder | $14,723 | $7,492+96.5% | $6,412+129.6% | $11,429+28.8% |