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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 | $7,236 | $27,632-73.8% | $61,452-88.2% | $68,486-89.4% |
| Participation rate | 10.8% | 39.5%-28.7pp | 52.6%-41.7pp | 67.9%-57.1pp |
| Annual return | -20.17% | -13.24%-6.9pp | 338.96%-359.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $297 | $1,264-76.5% | $2,125-86.0% | $4,028-92.6% |
| Admin fee / account holder | $2,465 | $2,010+22.6% | $2,131+15.7% | $5,404-54.4% |