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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 | $29,163 | $54,355-46.3% | $82,744-64.8% | $68,486-57.4% |
| Participation rate | 61.7% | 63.9%-2.3pp | 72.6%-10.9pp | 67.9%-6.2pp |
| Annual return | -14.83% | -13.67%-1.2pp | 702.22%-717.0pp | -7.85%-7.0pp |
| Employer contribution / active EE | $121 | $2,219-94.5% | $3,008-96.0% | $2,597-95.3% |
| Participant deferral / active EE | $1,315 | $3,246-59.5% | $4,395-70.1% | $4,028-67.3% |
| Admin fee / account holder | $1,595 | $4,397-63.7% | $5,325-70.1% | $5,404-70.5% |