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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 | $55,207 | $91,525-39.7% | $130,026-57.5% | $75,181-26.6% |
| Participation rate | 40.2% | 71.4%-31.2pp | 78.5%-38.3pp | 67.2%-27.0pp |
| Annual return | 17.16% | -631.40%+648.6pp | -137.26%+154.4pp | 160.69%-143.5pp |
| Employer contribution / active EE | $639 | $2,844-77.5% | $4,321-85.2% | $2,671-76.1% |
| Participant deferral / active EE | $2,790 | $4,342-35.7% | $5,821-52.1% | $4,126-32.4% |
| Admin fee / account holder | $2,244 | $6,778-66.9% | $10,608-78.8% | $5,650-60.3% |