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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 | $56,036 | $105,861-47.1% | $90,756-38.3% | $134,509-58.3% |
| Participation rate | 61.5% | 78.2%-16.7pp | 75.7%-14.2pp | 81.2%-19.7pp |
| Annual return | -15.91% | -10.99%-4.9pp | -12.16%-3.8pp | 418.13%-434.0pp |
| Employer contribution / active EE | $419 | $3,463-87.9% | $2,922-85.7% | $4,741-91.2% |
| Participant deferral / active EE | $2,280 | $5,217-56.3% | $4,565-50.1% | $6,400-64.4% |
| Admin fee / account holder | $26,398 | $13,938+89.4% | $8,445+212.6% | $11,427+131.0% |