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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 | $25,441 | $84,493-69.9% | $125,381-79.7% | $66,938-62.0% |
| Participation rate | 67.2% | 76.4%-9.2pp | 82.4%-15.1pp | 69.8%-2.6pp |
| Annual return | -15.40% | -8.49%-6.9pp | 572.31%-587.7pp | 1.58%-17.0pp |
| Employer contribution / active EE | $845 | $3,554-76.2% | $4,815-82.5% | $2,545-66.8% |
| Participant deferral / active EE | $5,794 | $6,783-14.6% | $7,448-22.2% | $4,238+36.7% |
| Admin fee / account holder | $4,255 | $685+521.2% | $10,007-57.5% | $594+616.9% |