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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 | $32,599 | $82,674-60.6% | $125,381-74.0% | $68,486-52.4% |
| Participation rate | 43.3% | 75.1%-31.7pp | 82.4%-39.0pp | 67.9%-24.6pp |
| Annual return | -12.13% | -5.97%-6.2pp | 572.31%-584.4pp | -7.85%-4.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,239 | $6,111-30.6% | $7,448-43.1% | $4,028+5.2% |
| Admin fee / account holder | $4,700 | $6,277-25.1% | $10,007-53.0% | $5,404-13.0% |