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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 | $52,182 | $67,372-22.5% | $60,906-14.3% | $134,532-61.2% |
| Participation rate | 16.7% | 76.2%-59.5pp | 73.1%-56.4pp | 81.2%-64.6pp |
| Annual return | -14.30% | 50.05%-64.3pp | 16.94%-31.2pp | 418.27%-432.6pp |
| Employer contribution / active EE | $258 | $3,099-91.7% | $2,703-90.5% | $4,741-94.6% |
| Participant deferral / active EE | $1,251 | $4,532-72.4% | $3,814-67.2% | $6,401-80.5% |
| Admin fee / account holder | $576 | $4,588-87.5% | $3,227-82.2% | $11,429-95.0% |