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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 | $61,476 | $54,355+13.1% | $82,744-25.7% | $68,486-10.2% |
| Participation rate | 46.6% | 63.9%-17.4pp | 72.6%-26.0pp | 67.9%-21.3pp |
| Annual return | -10.46% | -13.67%+3.2pp | 702.22%-712.7pp | -7.85%-2.6pp |
| Employer contribution / active EE | $238 | $2,219-89.3% | $3,008-92.1% | $2,597-90.9% |
| Participant deferral / active EE | $2,828 | $3,246-12.9% | $4,395-35.6% | $4,028-29.8% |
| Admin fee / account holder | $2,996 | $4,397-31.9% | $5,325-43.7% | $5,404-44.6% |