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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 | $59,636 | $72,404-17.6% | $110,243-45.9% | $64,173-7.1% |
| Participation rate | 52.8% | 73.3%-20.6pp | 79.8%-27.0pp | 69.6%-16.8pp |
| Annual return | -2.00% | -6.29%+4.3pp | 314.76%-316.8pp | 7.63%-9.6pp |
| Employer contribution / active EE | $339 | $2,282-85.2% | $3,827-91.1% | $2,381-85.8% |
| Participant deferral / active EE | $2,080 | $3,469-40.0% | $4,672-55.5% | $3,470-40.1% |
| Admin fee / account holder | $26,662 | $5,664+370.7% | $8,548+211.9% | $4,887+445.5% |