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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 | $39,737 | $75,962-47.7% | $154,111-74.2% | $64,173-38.1% |
| Participation rate | 26.9% | 70.4%-43.5pp | 83.0%-56.1pp | 69.6%-42.6pp |
| Annual return | -5.32% | 30.32%-35.6pp | 735.18%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $134 | $3,350-96.0% | $5,298-97.5% | $2,381-94.4% |
| Participant deferral / active EE | $1,154 | $3,175-63.7% | $5,081-77.3% | $3,470-66.7% |
| Admin fee / account holder | $31,194 | $5,589+458.1% | $13,411+132.6% | $4,887+538.3% |