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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 | $43,685 | $133,981-67.4% | $112,249-61.1% | $134,532-67.5% |
| Participation rate | 61.1% | 78.6%-17.4pp | 75.1%-14.0pp | 81.2%-20.1pp |
| Annual return | -19.70% | 47.16%-66.9pp | 27.48%-47.2pp | 418.27%-438.0pp |
| Employer contribution / active EE | $662 | $4,040-83.6% | $3,636-81.8% | $4,741-86.0% |
| Participant deferral / active EE | $4,036 | $5,292-23.7% | $4,729-14.7% | $6,401-36.9% |
| Admin fee / account holder | $39,077 | $7,492+421.6% | $6,412+509.4% | $11,429+241.9% |