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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 | $30,677 | $82,678-62.9% | $125,391-75.5% | $68,490-55.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -15.37% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $496 | $3,382-85.3% | $4,816-89.7% | $2,597-80.9% |
| Participant deferral / active EE | $2,696 | $6,111-55.9% | $7,448-63.8% | $4,028-33.1% |
| Admin fee / account holder | $27,648 | $6,277+340.4% | $10,009+176.2% | $5,403+411.7% |