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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 | $49,210 | $134,001-63.3% | $112,258-56.2% | $134,509-63.4% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -18.79% | 47.15%-65.9pp | 27.47%-46.3pp | 418.13%-436.9pp |
| Employer contribution / active EE | $584 | $4,039-85.5% | $3,636-83.9% | $4,741-87.7% |
| Participant deferral / active EE | $3,151 | $5,291-40.4% | $4,728-33.4% | $6,400-50.8% |
| Admin fee / account holder | $691 | $7,491-90.8% | $6,411-89.2% | $11,427-94.0% |