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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 | $9,286 | $27,632-66.4% | $61,399-84.9% | $68,495-86.4% |
| Participation rate | 12.5% | 39.5%-27.0pp | 52.6%-40.1pp | 67.9%-55.4pp |
| Annual return | -15.07% | -13.24%-1.8pp | 338.81%-353.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $621 | $1,264-50.9% | $2,124-70.8% | $4,028-84.6% |
| Admin fee / account holder | $4,862 | $2,010+141.9% | $2,131+128.2% | $5,403-10.0% |