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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 | $52,393 | $82,674-36.6% | $125,381-58.2% | $68,486-23.5% |
| Participation rate | 55.6% | 75.1%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -18.45% | -5.97%-12.5pp | 572.31%-590.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,551 | $6,111+7.2% | $7,448-12.0% | $4,028+62.6% |
| Admin fee / account holder | $507 | $6,277-91.9% | $10,007-94.9% | $5,404-90.6% |