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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 | $37,287 | $82,674-54.9% | $125,381-70.3% | $68,486-45.6% |
| Participation rate | 32.6% | 75.1%-42.5pp | 82.4%-49.8pp | 67.9%-35.3pp |
| Annual return | -18.54% | -5.97%-12.6pp | 572.31%-590.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $583 | $3,382-82.7% | $4,815-87.9% | $2,597-77.5% |
| Participant deferral / active EE | $2,903 | $6,111-52.5% | $7,448-61.0% | $4,028-27.9% |
| Admin fee / account holder | $859 | $6,277-86.3% | $10,007-91.4% | $5,404-84.1% |