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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 | $42,576 | $69,012-38.3% | $160,009-73.4% | $68,486-37.8% |
| Participation rate | 23.3% | 65.4%-42.1pp | 78.0%-54.6pp | 67.9%-44.6pp |
| Annual return | -16.77% | -9.65%-7.1pp | 408.85%-425.6pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,155 | $4,212-48.8% | $6,183-65.2% | $4,028-46.5% |
| Admin fee / account holder | $7,673 | $4,798+59.9% | $8,715-12.0% | $5,404+42.0% |