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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 | $44,170 | $54,357-18.7% | $82,706-46.6% | $68,495-35.5% |
| Participation rate | 33.3% | 63.9%-30.6pp | 72.6%-39.2pp | 67.9%-34.6pp |
| Annual return | -18.53% | -13.67%-4.9pp | 701.76%-720.3pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,556 | $3,246-52.1% | $4,394-64.6% | $4,028-61.4% |
| Admin fee / account holder | $1,972 | $4,396-55.2% | $5,329-63.0% | $5,403-63.5% |