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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 | $37,831 | $57,352-34.0% | $83,830-54.9% | $64,173-41.0% |
| Participation rate | 11.4% | 68.6%-57.2pp | 76.1%-64.7pp | 69.6%-58.1pp |
| Annual return | -4.68% | 11.38%-16.1pp | 850.97%-855.7pp | 7.63%-12.3pp |
| Employer contribution / active EE | $159 | $2,546-93.7% | $3,631-95.6% | $2,381-93.3% |
| Participant deferral / active EE | $2,060 | $2,993-31.2% | $4,082-49.5% | $3,470-40.6% |
| Admin fee / account holder | $369 | $4,046-90.9% | $5,479-93.3% | $4,887-92.4% |