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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 | $29,285 | $95,975-69.5% | $74,552-60.7% | $135,382-78.4% |
| Participation rate | 65.0% | 75.7%-10.7pp | 69.1%-4.1pp | 82.6%-17.6pp |
| Annual return | -6.13% | 56.96%-63.1pp | 32.53%-38.7pp | 519.77%-525.9pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,000 | $3,844-48.0% | $3,108-35.6% | $5,609-64.3% |
| Admin fee / account holder | $1,995 | $6,522-69.4% | $5,060-60.6% | $10,829-81.6% |