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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 | $20,428 | $75,832-73.1% | $147,617-86.2% | $59,633-65.7% |
| Participation rate | 46.2% | 71.6%-25.4pp | 84.6%-38.5pp | 68.7%-22.5pp |
| Annual return | -1.63% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $264 | $3,485-92.4% | $5,564-95.3% | $2,203-88.0% |
| Participant deferral / active EE | $1,180 | $3,131-62.3% | $4,895-75.9% | $3,192-63.0% |
| Admin fee / account holder | $662 | $5,986-88.9% | $11,612-94.3% | $4,297-84.6% |