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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 | $38,525 | $64,719-40.5% | $112,249-65.7% | $68,486-43.7% |
| Participation rate | 43.6% | 67.2%-23.6pp | 75.1%-31.5pp | 67.9%-24.3pp |
| Annual return | 75.35% | -11.40%+86.8pp | 27.48%+47.9pp | -7.85%+83.2pp |
| Employer contribution / active EE | $452 | $2,747-83.6% | $3,636-87.6% | $2,597-82.6% |
| Participant deferral / active EE | $2,292 | $3,565-35.7% | $4,729-51.5% | $4,028-43.1% |
| Admin fee / account holder | $1,491 | $5,232-71.5% | $6,412-76.7% | $5,404-72.4% |