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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 | $102,140 | $129,959-21.4% | $104,301-2.1% | $134,509-24.1% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -19.44% | 42.04%-61.5pp | 24.61%-44.1pp | 418.13%-437.6pp |
| Employer contribution / active EE | $382 | $4,185-90.9% | $3,373-88.7% | $4,741-91.9% |
| Participant deferral / active EE | $9,000 | $5,589+61.0% | $4,626+94.6% | $6,400+40.6% |
| Admin fee / account holder | $2,334 | $9,325-75.0% | $7,340-68.2% | $11,427-79.6% |