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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 | $57,841 | $75,962-23.9% | $154,111-62.5% | $64,173-9.9% |
| Participation rate | 17.5% | 70.4%-52.9pp | 83.0%-65.5pp | 69.6%-52.1pp |
| Annual return | -7.94% | 30.32%-38.3pp | 735.18%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $347 | $3,350-89.6% | $5,298-93.5% | $2,381-85.4% |
| Participant deferral / active EE | $974 | $3,175-69.3% | $5,081-80.8% | $3,470-71.9% |
| Admin fee / account holder | $640 | $5,589-88.5% | $13,411-95.2% | $4,887-86.9% |