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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 | $20,414 | $95,975-78.7% | $74,552-72.6% | $135,382-84.9% |
| Participation rate | 69.2% | 75.7%-6.4pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | -4.15% | 56.96%-61.1pp | 32.53%-36.7pp | 519.77%-523.9pp |
| Employer contribution / active EE | $260 | $2,716-90.4% | $1,961-86.8% | $4,779-94.6% |
| Participant deferral / active EE | $880 | $3,844-77.1% | $3,108-71.7% | $5,609-84.3% |
| Admin fee / account holder | $10,248 | $6,522+57.1% | $5,060+102.6% | $10,829-5.4% |