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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 | $34,261 | $82,674-58.6% | $125,381-72.7% | $68,486-50.0% |
| Participation rate | 56.1% | 75.1%-19.0pp | 82.4%-26.3pp | 67.9%-11.8pp |
| Annual return | -9.14% | -5.97%-3.2pp | 572.31%-581.4pp | -7.85%-1.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,604 | $6,111+24.4% | $7,448+2.1% | $4,028+88.8% |
| Admin fee / account holder | $3,366 | $6,277-46.4% | $10,007-66.4% | $5,404-37.7% |