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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 | $26,036 | $75,962-65.7% | $154,111-83.1% | $64,173-59.4% |
| Participation rate | 59.1% | 70.4%-11.3pp | 83.0%-23.9pp | 69.6%-10.5pp |
| Annual return | -7.86% | 30.32%-38.2pp | 735.18%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $57 | $3,350-98.3% | $5,298-98.9% | $2,381-97.6% |
| Participant deferral / active EE | $2,684 | $3,175-15.5% | $5,081-47.2% | $3,470-22.6% |
| Admin fee / account holder | $1,531 | $5,589-72.6% | $13,411-88.6% | $4,887-68.7% |