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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 | $31,039 | $91,536-66.1% | $130,062-76.1% | $75,177-58.7% |
| Participation rate | 60.7% | 71.5%-10.7pp | 78.5%-17.8pp | 67.2%-6.5pp |
| Annual return | 0.00% | -631.62%+631.6pp | -137.37%+137.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $596 | $2,845-79.1% | $4,322-86.2% | $2,671-77.7% |
| Participant deferral / active EE | $2,790 | $4,343-35.8% | $5,821-52.1% | $4,126-32.4% |
| Admin fee / account holder | $1,737 | $6,780-74.4% | $10,601-83.6% | $5,651-69.3% |