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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 | $60,207 | $93,098-35.3% | $77,081-21.9% | $134,509-55.2% |
| Participation rate | 9.5% | 74.5%-65.0pp | 67.9%-58.4pp | 81.2%-71.7pp |
| Annual return | -19.45% | 62.63%-82.1pp | 42.33%-61.8pp | 418.13%-437.6pp |
| Employer contribution / active EE | $361 | $3,419-89.4% | $2,813-87.2% | $4,741-92.4% |
| Participant deferral / active EE | $1,714 | $5,239-67.3% | $4,428-61.3% | $6,400-73.2% |
| Admin fee / account holder | $505 | $6,945-92.7% | $5,427-90.7% | $11,427-95.6% |