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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 | $19,682 | $49,177-60.0% | $79,467-75.2% | $64,173-69.3% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.3%-13.3pp | 69.6%-9.6pp |
| Annual return | -7.40% | -1.16%-6.2pp | 718.30%-725.7pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $879 | $2,821-68.8% | $3,704-76.3% | $3,470-74.7% |
| Admin fee / account holder | $1,042 | $3,839-72.9% | $5,104-79.6% | $4,887-78.7% |