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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 | $54,566 | $82,678-34.0% | $125,391-56.5% | $68,490-20.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -18.05% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $572 | $3,382-83.1% | $4,816-88.1% | $2,597-78.0% |
| Participant deferral / active EE | $3,705 | $6,111-39.4% | $7,448-50.3% | $4,028-8.0% |
| Admin fee / account holder | $1,182 | $6,277-81.2% | $10,009-88.2% | $5,403-78.1% |