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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 | $26,959 | $82,630-67.4% | $64,105-57.9% | $125,389-78.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 68.2%-8.2pp | 83.2%-23.2pp |
| Annual return | -0.95% | 1489.72%-1490.7pp | 791.24%-792.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $165 | $2,671-93.8% | $1,820-90.9% | $4,866-96.6% |
| Participant deferral / active EE | $2,104 | $3,608-41.7% | $2,822-25.4% | $5,352-60.7% |
| Admin fee / account holder | $20,704 | $6,382+224.4% | $4,499+360.2% | $9,541+117.0% |