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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 | $27,314 | $59,105-53.8% | $160,009-82.9% | $66,938-59.2% |
| Participation rate | 31.7% | 68.1%-36.4pp | 78.0%-46.3pp | 69.8%-38.1pp |
| Annual return | -13.48% | -12.26%-1.2pp | 408.85%-422.3pp | 1.58%-15.1pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,225-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,019 | $4,395-54.0% | $6,183-67.3% | $4,238-52.4% |
| Admin fee / account holder | $11,672 | $591+1875.6% | $8,715+33.9% | $594+1866.5% |