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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 | $21,607 | $75,832-71.5% | $147,617-85.4% | $59,633-63.8% |
| Participation rate | 40.2% | 71.6%-31.3pp | 84.6%-44.4pp | 68.7%-28.5pp |
| Annual return | -2.12% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $159 | $3,485-95.4% | $5,564-97.1% | $2,203-92.8% |
| Participant deferral / active EE | $1,796 | $3,131-42.6% | $4,895-63.3% | $3,192-43.7% |
| Admin fee / account holder | $1,378 | $5,986-77.0% | $11,612-88.1% | $4,297-67.9% |