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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 | $64,129 | $134,001-52.1% | $112,258-42.9% | $134,509-52.3% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -16.44% | 47.15%-63.6pp | 27.47%-43.9pp | 418.13%-434.6pp |
| Employer contribution / active EE | $356 | $4,039-91.2% | $3,636-90.2% | $4,741-92.5% |
| Participant deferral / active EE | $2,050 | $5,291-61.3% | $4,728-56.6% | $6,400-68.0% |
| Admin fee / account holder | $13,266 | $7,491+77.1% | $6,411+106.9% | $11,427+16.1% |