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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 | $43,490 | $134,001-67.5% | $112,258-61.3% | $134,509-67.7% |
| Participation rate | 35.3% | 78.6%-43.3pp | 75.1%-39.8pp | 81.2%-45.9pp |
| Annual return | -17.30% | 47.15%-64.4pp | 27.47%-44.8pp | 418.13%-435.4pp |
| Employer contribution / active EE | $451 | $4,039-88.8% | $3,636-87.6% | $4,741-90.5% |
| Participant deferral / active EE | $1,803 | $5,291-65.9% | $4,728-61.9% | $6,400-71.8% |
| Admin fee / account holder | $2,851 | $7,491-61.9% | $6,411-55.5% | $11,427-75.1% |