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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 | $48,180 | $69,012-30.2% | $160,009-69.9% | $68,486-29.6% |
| Participation rate | 51.3% | 65.4%-14.1pp | 78.0%-26.7pp | 67.9%-16.6pp |
| Annual return | -7.64% | -9.65%+2.0pp | 408.85%-416.5pp | -7.85%+0.2pp |
| Employer contribution / active EE | $147 | $2,212-93.3% | $4,225-96.5% | $2,597-94.3% |
| Participant deferral / active EE | $2,047 | $4,212-51.4% | $6,183-66.9% | $4,028-49.2% |
| Admin fee / account holder | $13,889 | $4,798+189.4% | $8,715+59.4% | $5,404+157.0% |