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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 | $10,142 | $42,917-76.4% | $60,899-83.3% | $68,495-85.2% |
| Participation rate | 20.0% | 66.8%-46.8pp | 73.1%-53.1pp | 67.9%-47.9pp |
| Annual return | -11.61% | -13.99%+2.4pp | 16.92%-28.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,241 | $2,867-56.7% | $3,817-67.5% | $4,028-69.2% |
| Admin fee / account holder | $12,693 | $3,102+309.2% | $3,225+293.6% | $5,403+134.9% |