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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 | $9,146 | $54,357-83.2% | $82,706-88.9% | $68,495-86.6% |
| Participation rate | 25.0% | 63.9%-38.9pp | 72.6%-47.6pp | 67.9%-42.9pp |
| Annual return | -18.84% | -13.67%-5.2pp | 701.76%-720.6pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,109 | $3,246-65.9% | $4,394-74.8% | $4,028-72.5% |
| Admin fee / account holder | $1,051 | $4,396-76.1% | $5,329-80.3% | $5,403-80.6% |