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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 | $58,447 | $142,392-59.0% | $119,622-51.1% | $134,532-56.6% |
| Participation rate | 63.2% | 82.8%-19.7pp | 79.3%-16.1pp | 81.2%-18.1pp |
| Annual return | -18.55% | -12.46%-6.1pp | -14.98%-3.6pp | 418.27%-436.8pp |
| Employer contribution / active EE | $463 | $5,224-91.1% | $4,232-89.1% | $4,741-90.2% |
| Participant deferral / active EE | $4,316 | $6,467-33.3% | $5,601-22.9% | $6,401-32.6% |
| Admin fee / account holder | $1,764 | $13,593-87.0% | $10,328-82.9% | $11,429-84.6% |