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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 | $34,366 | $69,708-50.7% | $67,560-49.1% | $74,478-53.9% |
| Participation rate | 65.5% | 71.4%-6.0pp | 72.9%-7.5pp | 67.2%-1.8pp |
| Annual return | 22.58% | -40.67%+63.2pp | 3533.50%-3510.9pp | 1370.56%-1348.0pp |
| Employer contribution / active EE | $491 | $2,715-81.9% | $2,737-82.1% | $2,626-81.3% |
| Participant deferral / active EE | $1,682 | $3,637-53.7% | $4,004-58.0% | $4,350-61.3% |
| Admin fee / account holder | $751 | $887-15.4% | $3,994-81.2% | $1,946-61.4% |