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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 | $27,779 | $82,674-66.4% | $125,381-77.8% | $68,486-59.4% |
| Participation rate | 69.0% | 75.1%-6.0pp | 82.4%-13.3pp | 67.9%+1.2pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.31%-590.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,480 | $6,111+38.8% | $7,448+13.9% | $4,028+110.6% |
| Admin fee / account holder | $1,875 | $6,277-70.1% | $10,007-81.3% | $5,404-65.3% |