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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 | $36,192 | $142,361-74.6% | $119,608-69.7% | $134,509-73.1% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.3%-25.4pp | 81.2%-27.4pp |
| Annual return | -14.03% | -12.46%-1.6pp | -14.98%+1.0pp | 418.13%-432.2pp |
| Employer contribution / active EE | $419 | $5,224-92.0% | $4,232-90.1% | $4,741-91.2% |
| Participant deferral / active EE | $3,075 | $6,468-52.5% | $5,601-45.1% | $6,400-52.0% |
| Admin fee / account holder | $12,367 | $13,588-9.0% | $10,326+19.8% | $11,427+8.2% |