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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 | $35,010 | $54,355-35.6% | $82,744-57.7% | $68,486-48.9% |
| Participation rate | 31.9% | 63.9%-32.0pp | 72.6%-40.6pp | 67.9%-36.0pp |
| Annual return | -16.29% | -13.67%-2.6pp | 702.22%-718.5pp | -7.85%-8.4pp |
| Employer contribution / active EE | $26 | $2,219-98.8% | $3,008-99.1% | $2,597-99.0% |
| Participant deferral / active EE | $1,443 | $3,246-55.5% | $4,395-67.2% | $4,028-64.2% |
| Admin fee / account holder | $6,809 | $4,397+54.9% | $5,325+27.9% | $5,404+26.0% |