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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 | $26,128 | $133,998-80.5% | $112,263-76.7% | $134,545-80.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -13.06% | 47.17%-60.2pp | 27.49%-40.5pp | 418.37%-431.4pp |
| Employer contribution / active EE | $185 | $4,040-95.4% | $3,636-94.9% | $4,742-96.1% |
| Participant deferral / active EE | $2,292 | $5,292-56.7% | $4,729-51.5% | $6,401-64.2% |
| Admin fee / account holder | $11,812 | $7,493+57.6% | $6,410+84.3% | $11,431+3.3% |