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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 | $34,799 | $54,355-36.0% | $82,744-57.9% | $68,486-49.2% |
| Participation rate | 42.5% | 63.9%-21.4pp | 72.6%-30.1pp | 67.9%-25.4pp |
| Annual return | -14.66% | -13.67%-1.0pp | 702.22%-716.9pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,399 | $3,246-56.9% | $4,395-68.2% | $4,028-65.3% |
| Admin fee / account holder | $1,008 | $4,397-77.1% | $5,325-81.1% | $5,404-81.3% |