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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 | $44,874 | $27,632+62.4% | $61,399-26.9% | $68,495-34.5% |
| Participation rate | 25.6% | 39.5%-13.9pp | 52.6%-27.0pp | 67.9%-42.3pp |
| Annual return | -12.96% | -13.24%+0.3pp | 338.81%-351.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $59 | $696-91.5% | $1,159-94.9% | $2,596-97.7% |
| Participant deferral / active EE | $805 | $1,264-36.3% | $2,124-62.1% | $4,028-80.0% |
| Admin fee / account holder | $5,054 | $2,010+151.4% | $2,131+137.2% | $5,403-6.5% |