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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 | $40,166 | $76,000-47.2% | $154,111-73.9% | $64,186-37.4% |
| Participation rate | 38.8% | 70.4%-31.6pp | 83.0%-44.3pp | 69.6%-30.8pp |
| Annual return | -5.18% | 30.32%-35.5pp | 735.15%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $274 | $3,351-91.8% | $5,298-94.8% | $2,381-88.5% |
| Participant deferral / active EE | $1,883 | $3,175-40.7% | $5,081-62.9% | $3,470-45.7% |
| Admin fee / account holder | $2,458 | $5,596-56.1% | $13,411-81.7% | $4,888-49.7% |