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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 | $40,075 | $82,678-51.5% | $125,391-68.0% | $68,490-41.5% |
| Participation rate | 52.2% | 75.1%-22.9pp | 82.4%-30.2pp | 67.9%-15.7pp |
| Annual return | -8.01% | -5.97%-2.0pp | 572.41%-580.4pp | -7.85%-0.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,620 | $6,111-57.1% | $7,448-64.8% | $4,028-35.0% |
| Admin fee / account holder | $1,747 | $6,277-72.2% | $10,009-82.5% | $5,403-67.7% |