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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 | $27,299 | $27,632-1.2% | $61,399-55.5% | $68,495-60.1% |
| Participation rate | 24.5% | 39.5%-15.0pp | 52.6%-28.1pp | 67.9%-43.4pp |
| Annual return | -14.43% | -13.24%-1.2pp | 338.81%-353.2pp | -7.84%-6.6pp |
| Employer contribution / active EE | $25 | $696-96.4% | $1,159-97.9% | $2,596-99.0% |
| Participant deferral / active EE | $422 | $1,264-66.6% | $2,124-80.1% | $4,028-89.5% |
| Admin fee / account holder | $2,284 | $2,010+13.6% | $2,131+7.2% | $5,403-57.7% |