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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 | $37,737 | $82,678-54.4% | $125,391-69.9% | $68,490-44.9% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.4%-14.4pp | 67.9%+0.1pp |
| Annual return | -19.02% | -5.97%-13.1pp | 572.41%-591.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $483 | $3,382-85.7% | $4,816-90.0% | $2,597-81.4% |
| Participant deferral / active EE | $4,398 | $6,111-28.0% | $7,448-40.9% | $4,028+9.2% |
| Admin fee / account holder | $654 | $6,277-89.6% | $10,009-93.5% | $5,403-87.9% |