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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 | $23,325 | $67,396-65.4% | $60,919-61.7% | $134,545-82.7% |
| Participation rate | 38.5% | 76.2%-37.7pp | 73.1%-34.6pp | 81.2%-42.8pp |
| Annual return | -15.98% | 50.12%-66.1pp | 16.96%-32.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,526 | $4,534-66.4% | $3,814-60.0% | $6,401-76.2% |
| Admin fee / account holder | $19,936 | $4,590+334.3% | $3,228+517.6% | $11,431+74.4% |