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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 | $58,356 | $100,792-42.1% | $86,691-32.7% | $134,509-56.6% |
| Participation rate | 41.2% | 78.9%-37.8pp | 76.6%-35.4pp | 81.2%-40.1pp |
| Annual return | -18.17% | 29.08%-47.2pp | 35.94%-54.1pp | 418.13%-436.3pp |
| Employer contribution / active EE | $421 | $3,491-87.9% | $2,837-85.2% | $4,741-91.1% |
| Participant deferral / active EE | $3,330 | $5,339-37.6% | $4,656-28.5% | $6,400-48.0% |
| Admin fee / account holder | $752 | $10,924-93.1% | $7,492-90.0% | $11,427-93.4% |