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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 | $49,034 | $75,832-35.3% | $147,617-66.8% | $59,633-17.8% |
| Participation rate | 59.4% | 71.6%-12.2pp | 84.6%-25.2pp | 68.7%-9.3pp |
| Annual return | -0.41% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $288 | $3,485-91.7% | $5,564-94.8% | $2,203-86.9% |
| Participant deferral / active EE | $1,682 | $3,131-46.3% | $4,895-65.6% | $3,192-47.3% |
| Admin fee / account holder | $1,071 | $5,986-82.1% | $11,612-90.8% | $4,297-75.1% |