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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 | $24,689 | $99,032-75.1% | $80,022-69.1% | $135,380-81.8% |
| Participation rate | 58.8% | 78.4%-19.5pp | 75.8%-17.0pp | 82.6%-23.8pp |
| Annual return | -5.49% | 15.39%-20.9pp | 11.22%-16.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $258 | $3,043-91.5% | $2,468-89.5% | $4,779-94.6% |
| Participant deferral / active EE | $2,407 | $4,282-43.8% | $3,686-34.7% | $5,609-57.1% |
| Admin fee / account holder | $12,410 | $10,436+18.9% | $6,521+90.3% | $10,828+14.6% |