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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 | $30,519 | $90,617-66.3% | $79,476-61.6% | $135,382-77.5% |
| Participation rate | 60.0% | 76.1%-16.1pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -5.32% | 977.57%-982.9pp | 718.21%-723.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,226 | $4,050+53.7% | $3,704+68.1% | $5,609+11.0% |
| Admin fee / account holder | $3,813 | $5,907-35.4% | $5,113-25.4% | $10,829-64.8% |