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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 | $59,576 | $75,959-21.6% | $154,114-61.3% | $64,181-7.2% |
| Participation rate | 26.9% | 70.4%-43.5pp | 83.0%-56.1pp | 69.6%-42.6pp |
| Annual return | -4.64% | 30.32%-35.0pp | 735.16%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,311 | $3,175-58.7% | $5,081-74.2% | $3,470-62.2% |
| Admin fee / account holder | $589 | $5,589-89.5% | $13,411-95.6% | $4,887-88.0% |