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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 | $42,759 | $97,020-55.9% | $83,322-48.7% | $135,379-68.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -6.05% | 12.31%-18.4pp | 10.64%-16.7pp | 519.79%-525.8pp |
| Employer contribution / active EE | $353 | $4,144-91.5% | $3,379-89.6% | $4,779-92.6% |
| Participant deferral / active EE | $2,350 | $5,964-60.6% | $5,565-57.8% | $5,609-58.1% |
| Admin fee / account holder | $692 | $8,426-91.8% | $7,540-90.8% | $10,828-93.6% |