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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 | $21,682 | $85,790-74.7% | $67,313-67.8% | $135,382-84.0% |
| Participation rate | 68.2% | 76.5%-8.3pp | 69.1%-0.9pp | 82.6%-14.5pp |
| Annual return | -2.42% | -0.54%-1.9pp | -4.08%+1.7pp | 519.77%-522.2pp |
| Employer contribution / active EE | $160 | $3,487-95.4% | $2,566-93.7% | $4,779-96.6% |
| Participant deferral / active EE | $1,520 | $4,651-67.3% | $3,568-57.4% | $5,609-72.9% |
| Admin fee / account holder | $6,712 | $6,392+5.0% | $4,507+48.9% | $10,829-38.0% |