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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 | $31,504 | $91,537-65.6% | $130,045-75.8% | $75,173-58.1% |
| Participation rate | 51.1% | 71.5%-20.3pp | 78.5%-27.4pp | 67.2%-16.1pp |
| Annual return | 15.03% | -631.55%+646.6pp | -137.30%+152.3pp | 160.72%-145.7pp |
| Employer contribution / active EE | $729 | $2,845-74.4% | $4,321-83.1% | $2,671-72.7% |
| Participant deferral / active EE | $3,753 | $4,343-13.6% | $5,820-35.5% | $4,126-9.0% |
| Admin fee / account holder | $3,810 | $6,780-43.8% | $10,600-64.1% | $5,651-32.6% |