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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 | $27,981 | $133,981-79.1% | $112,249-75.1% | $134,532-79.2% |
| Participation rate | 14.3% | 78.6%-64.3pp | 75.1%-60.8pp | 81.2%-66.9pp |
| Annual return | -19.08% | 47.16%-66.2pp | 27.48%-46.6pp | 418.27%-437.3pp |
| Employer contribution / active EE | $384 | $4,040-90.5% | $3,636-89.4% | $4,741-91.9% |
| Participant deferral / active EE | $1,735 | $5,292-67.2% | $4,729-63.3% | $6,401-72.9% |
| Admin fee / account holder | $7,083 | $7,492-5.5% | $6,412+10.5% | $11,429-38.0% |