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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 | $30,101 | $152,597-80.3% | $117,533-74.4% | $134,532-77.6% |
| Participation rate | 38.1% | 77.1%-39.0pp | 70.6%-32.5pp | 81.2%-43.1pp |
| Annual return | -14.32% | 53.04%-67.4pp | 29.77%-44.1pp | 418.27%-432.6pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,606 | $4,821-66.7% | $4,072-60.6% | $6,401-74.9% |
| Admin fee / account holder | $547 | $7,007-92.2% | $5,647-90.3% | $11,429-95.2% |