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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 | $26,979 | $138,075-80.5% | $123,552-78.2% | $135,379-80.1% |
| Participation rate | 40.9% | 84.7%-43.8pp | 82.3%-41.4pp | 82.6%-41.7pp |
| Annual return | -3.60% | 153.70%-157.3pp | 119.20%-122.8pp | 519.79%-523.4pp |
| Employer contribution / active EE | $857 | $5,152-83.4% | $4,628-81.5% | $4,779-82.1% |
| Participant deferral / active EE | $2,424 | $6,800-64.4% | $6,426-62.3% | $5,609-56.8% |
| Admin fee / account holder | $6,614 | $10,917-39.4% | $9,285-28.8% | $10,828-38.9% |