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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 | $48,755 | $57,350-15.0% | $83,850-41.9% | $64,181-24.0% |
| Participation rate | 35.7% | 68.6%-32.9pp | 76.1%-40.4pp | 69.6%-33.9pp |
| Annual return | -6.21% | 11.38%-17.6pp | 850.92%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $223 | $2,545-91.2% | $3,631-93.8% | $2,381-90.6% |
| Participant deferral / active EE | $1,632 | $2,993-45.5% | $4,082-60.0% | $3,470-53.0% |
| Admin fee / account holder | $5,087 | $4,046+25.7% | $5,478-7.1% | $4,887+4.1% |