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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 | $46,926 | $91,911-48.9% | $68,612-31.6% | $135,379-65.3% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | -6.80% | -8.22%+1.4pp | -4.63%-2.2pp | 519.79%-526.6pp |
| Employer contribution / active EE | $92 | $3,924-97.7% | $2,625-96.5% | $4,779-98.1% |
| Participant deferral / active EE | $916 | $4,315-78.8% | $3,311-72.3% | $5,609-83.7% |
| Admin fee / account holder | $2,721 | $9,240-70.6% | $5,131-47.0% | $10,828-74.9% |