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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 | $25,006 | $57,352-56.4% | $83,830-70.2% | $64,173-61.0% |
| Participation rate | 43.4% | 68.6%-25.2pp | 76.1%-32.7pp | 69.6%-26.1pp |
| Annual return | -4.65% | 11.38%-16.0pp | 850.97%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $311 | $2,546-87.8% | $3,631-91.4% | $2,381-87.0% |
| Participant deferral / active EE | $1,248 | $2,993-58.3% | $4,082-69.4% | $3,470-64.0% |
| Admin fee / account holder | $6,217 | $4,046+53.7% | $5,479+13.5% | $4,887+27.2% |