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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 | $58,917 | $95,975-38.6% | $74,549-21.0% | $135,379-56.5% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -2.63% | 56.96%-59.6pp | 32.53%-35.2pp | 519.79%-522.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,093 | $3,844-71.6% | $3,108-64.8% | $5,609-80.5% |
| Admin fee / account holder | $1,128 | $6,522-82.7% | $5,059-77.7% | $10,828-89.6% |