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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 | $38,188 | $82,674-53.8% | $125,381-69.5% | $68,486-44.2% |
| Participation rate | 53.6% | 75.1%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | -17.46% | -5.97%-11.5pp | 572.31%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $483 | $3,382-85.7% | $4,815-90.0% | $2,597-81.4% |
| Participant deferral / active EE | $5,202 | $6,111-14.9% | $7,448-30.1% | $4,028+29.2% |
| Admin fee / account holder | $739 | $6,277-88.2% | $10,007-92.6% | $5,404-86.3% |