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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 | $40,259 | $82,674-51.3% | $125,381-67.9% | $68,486-41.2% |
| Participation rate | 39.2% | 75.1%-35.9pp | 82.4%-43.2pp | 67.9%-28.7pp |
| Annual return | -18.47% | -5.97%-12.5pp | 572.31%-590.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $81 | $3,382-97.6% | $4,815-98.3% | $2,597-96.9% |
| Participant deferral / active EE | $4,374 | $6,111-28.4% | $7,448-41.3% | $4,028+8.6% |
| Admin fee / account holder | $1,582 | $6,277-74.8% | $10,007-84.2% | $5,404-70.7% |