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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 | $45,064 | $32,117+40.3% | $71,086-36.6% | $64,181-29.8% |
| Participation rate | 23.2% | 42.7%-19.5pp | 54.7%-31.4pp | 69.6%-46.4pp |
| Annual return | -8.04% | -5.57%-2.5pp | 650.59%-658.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $711 | $1,263-43.7% | $1,874-62.1% | $3,470-79.5% |
| Admin fee / account holder | $387 | $2,759-86.0% | $3,082-87.4% | $4,887-92.1% |