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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 | $44,171 | $134,001-67.0% | $112,258-60.7% | $134,509-67.2% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -15.95% | 47.15%-63.1pp | 27.47%-43.4pp | 418.13%-434.1pp |
| Employer contribution / active EE | $745 | $4,039-81.6% | $3,636-79.5% | $4,741-84.3% |
| Participant deferral / active EE | $1,767 | $5,291-66.6% | $4,728-62.6% | $6,400-72.4% |
| Admin fee / account holder | $87,672 | $7,491+1070.4% | $6,411+1267.5% | $11,427+667.3% |