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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 | $42,645 | $75,962-43.9% | $154,108-72.3% | $64,173-33.5% |
| Participation rate | 60.7% | 70.4%-9.7pp | 83.0%-22.3pp | 69.6%-8.9pp |
| Annual return | -2.91% | 30.32%-33.2pp | 735.21%-738.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $366 | $3,350-89.1% | $5,298-93.1% | $2,381-84.6% |
| Participant deferral / active EE | $1,692 | $3,175-46.7% | $5,081-66.7% | $3,470-51.2% |
| Admin fee / account holder | $1,535 | $5,589-72.5% | $13,411-88.6% | $4,887-68.6% |