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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 | $13,990 | $49,177-71.6% | $79,466-82.4% | $64,173-78.2% |
| Participation rate | 25.0% | 65.0%-40.0pp | 73.3%-48.3pp | 69.6%-44.6pp |
| Annual return | -8.05% | -1.16%-6.9pp | 718.28%-726.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,124 | $2,821-60.2% | $3,704-69.7% | $3,470-67.6% |
| Admin fee / account holder | $3,882 | $3,839+1.1% | $5,104-23.9% | $4,887-20.6% |