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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 | $27,360 | $75,962-64.0% | $154,108-82.2% | $64,173-57.4% |
| Participation rate | 40.4% | 70.4%-30.0pp | 83.0%-42.7pp | 69.6%-29.2pp |
| Annual return | -0.76% | 30.32%-31.1pp | 735.21%-736.0pp | 7.63%-8.4pp |
| Employer contribution / active EE | $302 | $3,350-91.0% | $5,298-94.3% | $2,381-87.3% |
| Participant deferral / active EE | $1,100 | $3,175-65.3% | $5,081-78.3% | $3,470-68.3% |
| Admin fee / account holder | $2,317 | $5,589-58.5% | $13,411-82.7% | $4,887-52.6% |