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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 | $32,482 | $54,355-40.2% | $82,744-60.7% | $68,486-52.6% |
| Participation rate | 28.0% | 63.9%-35.9pp | 72.6%-44.6pp | 67.9%-39.9pp |
| Annual return | -17.32% | -13.67%-3.7pp | 702.22%-719.5pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,096 | $3,246-35.4% | $4,395-52.3% | $4,028-48.0% |
| Admin fee / account holder | $5,414 | $4,397+23.1% | $5,325+1.7% | $5,404+0.2% |