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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 | $23,072 | $82,678-72.1% | $125,391-81.6% | $68,490-66.3% |
| Participation rate | 61.0% | 75.1%-14.1pp | 82.4%-21.4pp | 67.9%-6.9pp |
| Annual return | -12.57% | -5.97%-6.6pp | 572.41%-585.0pp | -7.85%-4.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,574 | $6,111+7.6% | $7,448-11.7% | $4,028+63.2% |
| Admin fee / account holder | $701 | $6,277-88.8% | $10,009-93.0% | $5,403-87.0% |