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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 | $21,100 | $75,962-72.2% | $154,108-86.3% | $64,173-67.1% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -4.10% | 30.32%-34.4pp | 735.21%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $244 | $3,350-92.7% | $5,298-95.4% | $2,381-89.8% |
| Participant deferral / active EE | $2,136 | $3,175-32.7% | $5,081-58.0% | $3,470-38.4% |
| Admin fee / account holder | $4,739 | $5,589-15.2% | $13,411-64.7% | $4,887-3.0% |