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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 | $29,110 | $49,177-40.8% | $79,467-63.4% | $64,173-54.6% |
| Participation rate | 38.1% | 65.0%-26.9pp | 73.3%-35.3pp | 69.6%-31.5pp |
| Annual return | -7.42% | -1.16%-6.3pp | 718.30%-725.7pp | 7.63%-15.0pp |
| Employer contribution / active EE | $193 | $2,076-90.7% | $2,800-93.1% | $2,381-91.9% |
| Participant deferral / active EE | $1,688 | $2,821-40.2% | $3,704-54.4% | $3,470-51.3% |
| Admin fee / account holder | $1,853 | $3,839-51.7% | $5,104-63.7% | $4,887-62.1% |