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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 | $88,672 | $105,867-16.2% | $90,760-2.3% | $134,532-34.1% |
| Participation rate | 21.1% | 78.3%-57.2pp | 75.7%-54.6pp | 81.2%-60.2pp |
| Annual return | -10.00% | -10.99%+1.0pp | -12.16%+2.2pp | 418.27%-428.3pp |
| Employer contribution / active EE | $489 | $3,464-85.9% | $2,922-83.3% | $4,741-89.7% |
| Participant deferral / active EE | $2,458 | $5,217-52.9% | $4,565-46.2% | $6,401-61.6% |
| Admin fee / account holder | $338 | $13,936-97.6% | $8,444-96.0% | $11,429-97.0% |