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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 | $10,235 | $92,684-89.0% | $82,706-87.6% | $134,509-92.4% |
| Participation rate | 47.1% | 75.2%-28.1pp | 72.6%-25.5pp | 81.2%-34.2pp |
| Annual return | -7.86% | 945.84%-953.7pp | 701.76%-709.6pp | 418.13%-426.0pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,139 | $4,800-76.3% | $4,394-74.1% | $6,400-82.2% |
| Admin fee / account holder | $2,257 | $5,982-62.3% | $5,329-57.6% | $11,427-80.2% |