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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 | $52,039 | $92,219-43.6% | $76,766-32.2% | $135,382-61.6% |
| Participation rate | 52.2% | 79.8%-27.6pp | 77.0%-24.8pp | 82.6%-30.5pp |
| Annual return | -2.91% | 5.46%-8.4pp | 2.43%-5.3pp | 519.77%-522.7pp |
| Employer contribution / active EE | $405 | $3,216-87.4% | $2,485-83.7% | $4,779-91.5% |
| Participant deferral / active EE | $1,644 | $4,508-63.5% | $3,851-57.3% | $5,609-70.7% |
| Admin fee / account holder | $3,558 | $10,749-66.9% | $6,675-46.7% | $10,829-67.1% |