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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 | $41,301 | $82,674-50.0% | $125,381-67.1% | $68,486-39.7% |
| Participation rate | 64.5% | 75.1%-10.5pp | 82.4%-17.9pp | 67.9%-3.4pp |
| Annual return | -18.19% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $384 | $3,382-88.6% | $4,815-92.0% | $2,597-85.2% |
| Participant deferral / active EE | $6,613 | $6,111+8.2% | $7,448-11.2% | $4,028+64.2% |
| Admin fee / account holder | $10,869 | $6,277+73.2% | $10,007+8.6% | $5,404+101.1% |