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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 | $16,176 | $67,372-76.0% | $60,906-73.4% | $134,532-88.0% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.1%-30.2pp | 81.2%-38.4pp |
| Annual return | -18.25% | 50.05%-68.3pp | 16.94%-35.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,122 | $4,532-75.3% | $3,814-70.6% | $6,401-82.5% |
| Admin fee / account holder | $1,668 | $4,588-63.6% | $3,227-48.3% | $11,429-85.4% |