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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 | $26,091 | $82,674-68.4% | $125,381-79.2% | $68,486-61.9% |
| Participation rate | 26.3% | 75.1%-48.7pp | 82.4%-56.1pp | 67.9%-41.6pp |
| Annual return | -15.62% | -5.97%-9.7pp | 572.31%-587.9pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,066 | $6,111-49.8% | $7,448-58.8% | $4,028-23.9% |
| Admin fee / account holder | $2,878 | $6,277-54.2% | $10,007-71.2% | $5,404-46.7% |