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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 | $40,138 | $54,355-26.2% | $82,744-51.5% | $68,486-41.4% |
| Participation rate | 39.0% | 63.9%-24.9pp | 72.6%-33.5pp | 67.9%-28.9pp |
| Annual return | -17.20% | -13.67%-3.5pp | 702.22%-719.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $141 | $2,219-93.6% | $3,008-95.3% | $2,597-94.6% |
| Participant deferral / active EE | $2,786 | $3,246-14.2% | $4,395-36.6% | $4,028-30.8% |
| Admin fee / account holder | $4,896 | $4,397+11.4% | $5,325-8.0% | $5,404-9.4% |