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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 | $20,291 | $82,314-75.3% | $68,808-70.5% | $134,532-84.9% |
| Participation rate | 38.1% | 75.1%-37.0pp | 69.0%-30.9pp | 81.2%-43.1pp |
| Annual return | -16.62% | -2.18%-14.4pp | -6.37%-10.3pp | 418.27%-434.9pp |
| Employer contribution / active EE | $223 | $3,301-93.3% | $2,656-91.6% | $4,741-95.3% |
| Participant deferral / active EE | $1,166 | $4,740-75.4% | $3,942-70.4% | $6,401-81.8% |
| Admin fee / account holder | $7,387 | $6,484+13.9% | $4,936+49.7% | $11,429-35.4% |