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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 | $30,027 | $100,792-70.2% | $86,691-65.4% | $134,509-77.7% |
| Participation rate | 68.8% | 78.9%-10.2pp | 76.6%-7.8pp | 81.2%-12.5pp |
| Annual return | -12.46% | 29.08%-41.5pp | 35.94%-48.4pp | 418.13%-430.6pp |
| Employer contribution / active EE | $553 | $3,491-84.1% | $2,837-80.5% | $4,741-88.3% |
| Participant deferral / active EE | $2,270 | $5,339-57.5% | $4,656-51.3% | $6,400-64.5% |
| Admin fee / account holder | $13,165 | $10,924+20.5% | $7,492+75.7% | $11,427+15.2% |