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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 | $53,596 | $82,674-35.2% | $125,381-57.3% | $68,486-21.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -16.24% | -5.97%-10.3pp | 572.31%-588.5pp | -7.85%-8.4pp |
| Employer contribution / active EE | $663 | $3,382-80.4% | $4,815-86.2% | $2,597-74.5% |
| Participant deferral / active EE | $8,302 | $6,111+35.9% | $7,448+11.5% | $4,028+106.1% |
| Admin fee / account holder | $5,867 | $6,277-6.5% | $10,007-41.4% | $5,404+8.6% |