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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 | $17,016 | $82,314-79.3% | $68,808-75.3% | $134,532-87.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -18.06% | -2.18%-15.9pp | -6.37%-11.7pp | 418.27%-436.3pp |
| Employer contribution / active EE | $349 | $3,301-89.4% | $2,656-86.9% | $4,741-92.6% |
| Participant deferral / active EE | $1,350 | $4,740-71.5% | $3,942-65.8% | $6,401-78.9% |
| Admin fee / account holder | $3,359 | $6,484-48.2% | $4,936-31.9% | $11,429-70.6% |