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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 | $53,012 | $69,012-23.2% | $160,009-66.9% | $68,486-22.6% |
| Participation rate | 64.6% | 65.4%-0.8pp | 78.0%-13.4pp | 67.9%-3.3pp |
| Annual return | -17.72% | -9.65%-8.1pp | 408.85%-426.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $421 | $2,212-81.0% | $4,225-90.0% | $2,597-83.8% |
| Participant deferral / active EE | $3,667 | $4,212-12.9% | $6,183-40.7% | $4,028-9.0% |
| Admin fee / account holder | $17,458 | $4,798+263.8% | $8,715+100.3% | $5,404+223.1% |