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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 | $26,039 | $82,674-68.5% | $125,381-79.2% | $68,486-62.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -17.51% | -5.97%-11.5pp | 572.31%-589.8pp | -7.85%-9.7pp |
| Employer contribution / active EE | $577 | $3,382-82.9% | $4,815-88.0% | $2,597-77.8% |
| Participant deferral / active EE | $4,475 | $6,111-26.8% | $7,448-39.9% | $4,028+11.1% |
| Admin fee / account holder | $4,684 | $6,277-25.4% | $10,007-53.2% | $5,404-13.3% |