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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 | $77,685 | $131,835-41.1% | $108,582-28.5% | $273,972-71.6% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 4.10% | -91.57%+95.7pp | -51.70%+55.8pp | 41.46%-37.4pp |
| Employer contribution / active EE | $839 | $4,913-82.9% | $3,758-77.7% | $4,869-82.8% |
| Participant deferral / active EE | $1,677 | $5,127-67.3% | $4,311-61.1% | $5,287-68.3% |
| Admin fee / account holder | $660 | $10,253-93.6% | $7,645-91.4% | $10,133-93.5% |