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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 | $23,193 | $75,962-69.5% | $154,108-85.0% | $64,173-63.9% |
| Participation rate | 63.9% | 70.4%-6.5pp | 83.0%-19.1pp | 69.6%-5.7pp |
| Annual return | -0.19% | 30.32%-30.5pp | 735.21%-735.4pp | 7.63%-7.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,142 | $3,175-64.0% | $5,081-77.5% | $3,470-67.1% |
| Admin fee / account holder | $5,458 | $5,589-2.4% | $13,411-59.3% | $4,887+11.7% |