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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 | $42,751 | $100,792-57.6% | $86,691-50.7% | $134,509-68.2% |
| Participation rate | 40.0% | 78.9%-38.9pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -17.89% | 29.08%-47.0pp | 35.94%-53.8pp | 418.13%-436.0pp |
| Employer contribution / active EE | $242 | $3,491-93.1% | $2,837-91.5% | $4,741-94.9% |
| Participant deferral / active EE | $2,504 | $5,339-53.1% | $4,656-46.2% | $6,400-60.9% |
| Admin fee / account holder | $11,468 | $10,924+5.0% | $7,492+53.1% | $11,427+0.4% |