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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 | $20,975 | $52,519-60.1% | $155,789-86.5% | $59,633-64.8% |
| Participation rate | 55.6% | 61.7%-6.2pp | 76.1%-20.5pp | 68.7%-13.1pp |
| Annual return | -2.49% | 53.51%-56.0pp | 71.54%-74.0pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $196 | $1,589-87.7% | $3,839-94.9% | $2,203-91.1% |
| Participant deferral / active EE | $1,178 | $3,084-61.8% | $4,798-75.4% | $3,192-63.1% |
| Admin fee / account holder | $402 | $3,540-88.6% | $7,477-94.6% | $4,297-90.6% |