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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 | $55,258 | $95,975-42.4% | $74,549-25.9% | $135,379-59.2% |
| Participation rate | 31.6% | 75.7%-44.1pp | 69.1%-37.6pp | 82.6%-51.1pp |
| Annual return | -7.60% | 56.96%-64.6pp | 32.53%-40.1pp | 519.79%-527.4pp |
| Employer contribution / active EE | $294 | $2,716-89.2% | $1,961-85.0% | $4,779-93.9% |
| Participant deferral / active EE | $1,300 | $3,844-66.2% | $3,108-58.2% | $5,609-76.8% |
| Admin fee / account holder | $628 | $6,522-90.4% | $5,059-87.6% | $10,828-94.2% |