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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 | $29,184 | $82,686-64.7% | $125,401-76.7% | $68,494-57.4% |
| Participation rate | 67.5% | 75.1%-7.5pp | 82.4%-14.9pp | 67.9%-0.4pp |
| Annual return | -17.78% | -5.97%-11.8pp | 572.53%-590.3pp | -7.86%-9.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,005 | $6,112+14.6% | $7,448-5.9% | $4,028+73.9% |
| Admin fee / account holder | $5,736 | $6,278-8.6% | $10,008-42.7% | $5,403+6.2% |