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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 | $17,275 | $32,117-46.2% | $71,089-75.7% | $64,173-73.1% |
| Participation rate | 63.6% | 42.7%+20.9pp | 54.6%+9.0pp | 69.6%-5.9pp |
| Annual return | -4.61% | -5.57%+1.0pp | 650.65%-655.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $978 | $1,263-22.5% | $1,873-47.8% | $3,470-71.8% |
| Admin fee / account holder | $693 | $2,759-74.9% | $3,082-77.5% | $4,887-85.8% |