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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 | $26,063 | $82,678-68.5% | $125,391-79.2% | $68,490-61.9% |
| Participation rate | 40.3% | 75.1%-34.7pp | 82.4%-42.1pp | 67.9%-27.6pp |
| Annual return | -17.43% | -5.97%-11.5pp | 572.41%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $646 | $3,382-80.9% | $4,816-86.6% | $2,597-75.1% |
| Participant deferral / active EE | $2,766 | $6,111-54.7% | $7,448-62.9% | $4,028-31.3% |
| Admin fee / account holder | $1,347 | $6,277-78.5% | $10,009-86.5% | $5,403-75.1% |