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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 | $23,751 | $167,352-85.8% | $143,788-83.5% | $134,509-82.3% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -14.06% | 0.47%-14.5pp | -0.03%-14.0pp | 418.13%-432.2pp |
| Employer contribution / active EE | $577 | $5,620-89.7% | $4,952-88.4% | $4,741-87.8% |
| Participant deferral / active EE | $3,771 | $6,447-41.5% | $5,638-33.1% | $6,400-41.1% |
| Admin fee / account holder | $1,220 | $18,091-93.3% | $14,675-91.7% | $11,427-89.3% |