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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 | $12,965 | $73,839-82.4% | $143,788-91.0% | $68,495-81.1% |
| Participation rate | 20.0% | 66.7%-46.7pp | 80.3%-60.3pp | 67.9%-47.9pp |
| Annual return | -10.29% | 1.01%-11.3pp | -0.03%-10.3pp | -7.84%-2.4pp |
| Employer contribution / active EE | -$107 | $3,184-103.4% | $4,952-102.2% | $2,596-104.1% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $239,439 | $5,755+4060.8% | $14,675+1531.6% | $5,403+4331.3% |