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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 | $48,794 | $134,001-63.6% | $112,258-56.5% | $134,509-63.7% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -4.38% | 47.15%-51.5pp | 27.47%-31.8pp | 418.13%-422.5pp |
| Employer contribution / active EE | $417 | $4,039-89.7% | $3,636-88.5% | $4,741-91.2% |
| Participant deferral / active EE | $3,159 | $5,291-40.3% | $4,728-33.2% | $6,400-50.6% |
| Admin fee / account holder | $2,525 | $7,491-66.3% | $6,411-60.6% | $11,427-77.9% |