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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 | $20,606 | $82,674-75.1% | $125,381-83.6% | $68,486-69.9% |
| Participation rate | 68.6% | 75.1%-6.4pp | 82.4%-13.8pp | 67.9%+0.7pp |
| Annual return | -18.63% | -5.97%-12.7pp | 572.31%-590.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | -$62 | $3,382-101.8% | $4,815-101.3% | $2,597-102.4% |
| Participant deferral / active EE | $2,550 | $6,111-58.3% | $7,448-65.8% | $4,028-36.7% |
| Admin fee / account holder | $3,406 | $6,277-45.7% | $10,007-66.0% | $5,404-37.0% |