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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 | $13,263 | $93,117-85.8% | $77,096-82.8% | $134,532-90.1% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | -17.29% | 62.67%-80.0pp | 42.35%-59.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $358 | $3,420-89.5% | $2,814-87.3% | $4,741-92.4% |
| Participant deferral / active EE | $1,542 | $5,241-70.6% | $4,429-65.2% | $6,401-75.9% |
| Admin fee / account holder | $2,772 | $6,948-60.1% | $5,428-48.9% | $11,429-75.7% |