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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 | $9,359 | $82,324-88.6% | $68,803-86.4% | $134,545-93.0% |
| Participation rate | 5.3% | 75.1%-69.8pp | 69.0%-63.8pp | 81.2%-76.0pp |
| Annual return | -12.19% | -2.17%-10.0pp | -6.37%-5.8pp | 418.37%-430.6pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,252 | $4,740-73.6% | $3,942-68.2% | $6,401-80.4% |
| Admin fee / account holder | $15,363 | $6,485+136.9% | $4,936+211.3% | $11,431+34.4% |