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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 | $3,719 | $27,639-86.5% | $61,501-94.0% | $68,490-94.6% |
| Participation rate | 25.8% | 39.5%-13.8pp | 52.6%-26.8pp | 67.9%-42.1pp |
| Annual return | -19.24% | -13.19%-6.0pp | 339.04%-358.3pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,196 | $1,264-5.3% | $2,125-43.7% | $4,028-70.3% |
| Admin fee / account holder | $690 | $2,012-65.7% | $2,132-67.6% | $5,403-87.2% |