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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 | $46,952 | $82,674-43.2% | $125,381-62.6% | $68,486-31.4% |
| Participation rate | 51.9% | 75.1%-23.2pp | 82.4%-30.5pp | 67.9%-16.0pp |
| Annual return | -14.02% | -5.97%-8.1pp | 572.31%-586.3pp | -7.85%-6.2pp |
| Employer contribution / active EE | $235 | $3,382-93.1% | $4,815-95.1% | $2,597-91.0% |
| Participant deferral / active EE | $6,921 | $6,111+13.3% | $7,448-7.1% | $4,028+71.8% |
| Admin fee / account holder | $6,208 | $6,277-1.1% | $10,007-38.0% | $5,404+14.9% |