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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 | $46,871 | $95,917-51.1% | $79,583-41.1% | $134,545-65.2% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -13.01% | -2.70%-10.3pp | 0.16%-13.2pp | 418.37%-431.4pp |
| Employer contribution / active EE | $281 | $3,129-91.0% | $2,414-88.4% | $4,742-94.1% |
| Participant deferral / active EE | $1,631 | $4,694-65.2% | $3,986-59.1% | $6,401-74.5% |
| Admin fee / account holder | $330 | $9,132-96.4% | $6,835-95.2% | $11,431-97.1% |