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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 | $62,534 | $82,674-24.4% | $125,381-50.1% | $68,486-8.7% |
| Participation rate | 55.6% | 75.1%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -15.29% | -5.97%-9.3pp | 572.31%-587.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $484 | $3,382-85.7% | $4,815-90.0% | $2,597-81.4% |
| Participant deferral / active EE | $5,946 | $6,111-2.7% | $7,448-20.2% | $4,028+47.6% |
| Admin fee / account holder | $922 | $6,277-85.3% | $10,007-90.8% | $5,404-82.9% |