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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 | $30,136 | $105,866-71.5% | $90,766-66.8% | $134,545-77.6% |
| Participation rate | 31.3% | 78.3%-47.0pp | 75.7%-44.4pp | 81.2%-50.0pp |
| Annual return | -11.77% | -10.99%-0.8pp | -12.16%+0.4pp | 418.37%-430.1pp |
| Employer contribution / active EE | $236 | $3,464-93.2% | $2,922-91.9% | $4,742-95.0% |
| Participant deferral / active EE | $1,501 | $5,217-71.2% | $4,565-67.1% | $6,401-76.6% |
| Admin fee / account holder | $4,129 | $13,938-70.4% | $8,446-51.1% | $11,431-63.9% |