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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 | $52,984 | $82,674-35.9% | $125,381-57.7% | $68,486-22.6% |
| Participation rate | 60.8% | 75.1%-14.2pp | 82.4%-21.6pp | 67.9%-7.1pp |
| Annual return | -12.28% | -5.97%-6.3pp | 572.31%-584.6pp | -7.85%-4.4pp |
| Employer contribution / active EE | $533 | $3,382-84.2% | $4,815-88.9% | $2,597-79.5% |
| Participant deferral / active EE | $5,917 | $6,111-3.2% | $7,448-20.5% | $4,028+46.9% |
| Admin fee / account holder | $3,268 | $6,277-47.9% | $10,007-67.3% | $5,404-39.5% |