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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 | $27,595 | $82,678-66.6% | $125,391-78.0% | $68,490-59.7% |
| Participation rate | 67.6% | 75.1%-7.4pp | 82.4%-14.7pp | 67.9%-0.2pp |
| Annual return | -16.80% | -5.97%-10.8pp | 572.41%-589.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $637 | $3,382-81.2% | $4,816-86.8% | $2,597-75.5% |
| Participant deferral / active EE | $3,261 | $6,111-46.6% | $7,448-56.2% | $4,028-19.0% |
| Admin fee / account holder | $3,610 | $6,277-42.5% | $10,009-63.9% | $5,403-33.2% |