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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 | $20,627 | $82,674-75.1% | $125,363-83.5% | $68,495-69.9% |
| Participation rate | 64.9% | 75.0%-10.2pp | 82.4%-17.5pp | 67.9%-3.0pp |
| Annual return | -14.51% | -5.97%-8.5pp | 572.15%-586.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $96 | $3,382-97.2% | $4,815-98.0% | $2,596-96.3% |
| Participant deferral / active EE | $3,789 | $6,111-38.0% | $7,447-49.1% | $4,028-5.9% |
| Admin fee / account holder | $1,442 | $6,276-77.0% | $10,005-85.6% | $5,403-73.3% |