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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 | $5,326 | $27,632-80.7% | $61,399-91.3% | $68,495-92.2% |
| Participation rate | 47.4% | 39.5%+7.9pp | 52.6%-5.2pp | 67.9%-20.5pp |
| Annual return | -16.65% | -13.24%-3.4pp | 338.81%-355.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $613 | $1,264-51.5% | $2,124-71.1% | $4,028-84.8% |
| Admin fee / account holder | $1,074 | $2,010-46.6% | $2,131-49.6% | $5,403-80.1% |