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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 | $39,389 | $100,811-60.9% | $86,698-54.6% | $134,545-70.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -14.06% | 29.11%-43.2pp | 35.96%-50.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $450 | $3,490-87.1% | $2,837-84.1% | $4,742-90.5% |
| Participant deferral / active EE | $1,756 | $5,339-67.1% | $4,656-62.3% | $6,401-72.6% |
| Admin fee / account holder | $404 | $10,926-96.3% | $7,492-94.6% | $11,431-96.5% |