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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 | $47,722 | $75,962-37.2% | $154,111-69.0% | $64,173-25.6% |
| Participation rate | 46.9% | 70.4%-23.5pp | 83.0%-36.2pp | 69.6%-22.7pp |
| Annual return | -7.36% | 30.32%-37.7pp | 735.18%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $241 | $3,350-92.8% | $5,298-95.5% | $2,381-89.9% |
| Participant deferral / active EE | $1,272 | $3,175-59.9% | $5,081-75.0% | $3,470-63.3% |
| Admin fee / account holder | $8,093 | $5,589+44.8% | $13,411-39.7% | $4,887+65.6% |