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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 | $26,350 | $67,352-60.9% | $60,899-56.7% | $134,509-80.4% |
| Participation rate | 46.7% | 76.2%-29.5pp | 73.1%-26.4pp | 81.2%-34.6pp |
| Annual return | -15.40% | 49.99%-65.4pp | 16.92%-32.3pp | 418.13%-433.5pp |
| Employer contribution / active EE | $246 | $3,098-92.1% | $2,702-90.9% | $4,741-94.8% |
| Participant deferral / active EE | $2,404 | $4,539-47.0% | $3,817-37.0% | $6,400-62.4% |
| Admin fee / account holder | $416 | $4,585-90.9% | $3,225-87.1% | $11,427-96.4% |