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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 | $58,451 | $142,409-59.0% | $119,634-51.1% | $134,545-56.6% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -18.22% | -12.46%-5.8pp | -14.98%-3.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $950 | $5,224-81.8% | $4,232-77.6% | $4,742-80.0% |
| Participant deferral / active EE | $6,688 | $6,468+3.4% | $5,601+19.4% | $6,401+4.5% |
| Admin fee / account holder | $32,555 | $13,594+139.5% | $10,329+215.2% | $11,431+184.8% |