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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 | $20,602 | $57,352-64.1% | $83,831-75.4% | $64,173-67.9% |
| Participation rate | 60.8% | 68.6%-7.8pp | 76.1%-15.3pp | 69.6%-8.7pp |
| Annual return | -6.11% | 11.38%-17.5pp | 850.99%-857.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,087 | $2,993+36.6% | $4,082+0.1% | $3,470+17.8% |
| Admin fee / account holder | $2,115 | $4,046-47.7% | $5,479-61.4% | $4,887-56.7% |