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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 | $24,701 | $46,697-47.1% | $117,529-79.0% | $68,490-63.9% |
| Participation rate | 43.6% | 56.8%-13.2pp | 70.6%-27.0pp | 67.9%-24.3pp |
| Annual return | -11.22% | -14.52%+3.3pp | 29.77%-41.0pp | -7.85%-3.4pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,151 | $2,637-18.5% | $4,072-47.2% | $4,028-46.6% |
| Admin fee / account holder | $16,217 | $4,023+303.1% | $5,645+187.3% | $5,403+200.1% |