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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 | $28,071 | $100,792-72.1% | $86,691-67.6% | $134,509-79.1% |
| Participation rate | 36.4% | 78.9%-42.6pp | 76.6%-40.2pp | 81.2%-44.9pp |
| Annual return | -16.37% | 29.08%-45.4pp | 35.94%-52.3pp | 418.13%-434.5pp |
| Employer contribution / active EE | $558 | $3,491-84.0% | $2,837-80.3% | $4,741-88.2% |
| Participant deferral / active EE | $2,104 | $5,339-60.6% | $4,656-54.8% | $6,400-67.1% |
| Admin fee / account holder | $3,027 | $10,924-72.3% | $7,492-59.6% | $11,427-73.5% |