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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 | $40,618 | $82,630-50.8% | $64,105-36.6% | $125,389-67.6% |
| Participation rate | 68.8% | 75.9%-7.1pp | 68.2%+0.6pp | 83.2%-14.4pp |
| Annual return | -0.92% | 1489.72%-1490.6pp | 791.24%-792.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $228 | $2,671-91.5% | $1,820-87.5% | $4,866-95.3% |
| Participant deferral / active EE | $1,762 | $3,608-51.2% | $2,822-37.5% | $5,352-67.1% |
| Admin fee / account holder | $2,907 | $6,382-54.4% | $4,499-35.4% | $9,541-69.5% |