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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 | $52,768 | $69,012-23.5% | $160,009-67.0% | $68,486-23.0% |
| Participation rate | 59.6% | 65.4%-5.8pp | 78.0%-18.3pp | 67.9%-8.2pp |
| Annual return | -14.18% | -9.65%-4.5pp | 408.85%-423.0pp | -7.85%-6.3pp |
| Employer contribution / active EE | $356 | $2,212-83.9% | $4,225-91.6% | $2,597-86.3% |
| Participant deferral / active EE | $3,139 | $4,212-25.5% | $6,183-49.2% | $4,028-22.1% |
| Admin fee / account holder | $17,840 | $4,798+271.8% | $8,715+104.7% | $5,404+230.1% |