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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 | $28,959 | $82,678-65.0% | $125,391-76.9% | $68,490-57.7% |
| Participation rate | 59.4% | 75.1%-15.6pp | 82.4%-23.0pp | 67.9%-8.5pp |
| Annual return | -16.65% | -5.97%-10.7pp | 572.41%-589.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $60 | $3,382-98.2% | $4,816-98.8% | $2,597-97.7% |
| Participant deferral / active EE | $4,649 | $6,111-23.9% | $7,448-37.6% | $4,028+15.4% |
| Admin fee / account holder | $921 | $6,277-85.3% | $10,009-90.8% | $5,403-82.9% |