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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 | $12,823 | $27,632-53.6% | $61,452-79.1% | $68,486-81.3% |
| Participation rate | 17.1% | 39.5%-22.4pp | 52.6%-35.4pp | 67.9%-50.8pp |
| Annual return | -10.23% | -13.24%+3.0pp | 338.96%-349.2pp | -7.85%-2.4pp |
| Employer contribution / active EE | $35 | $696-94.9% | $1,160-96.9% | $2,597-98.6% |
| Participant deferral / active EE | $430 | $1,264-66.0% | $2,125-79.8% | $4,028-89.3% |
| Admin fee / account holder | $4,708 | $2,010+134.2% | $2,131+120.9% | $5,404-12.9% |