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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 | $32,464 | $175,600-81.5% | $129,110-74.9% | $134,509-75.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.3%-17.3pp | 81.2%-21.2pp |
| Annual return | -16.01% | -11.39%-4.6pp | -10.94%-5.1pp | 418.13%-434.1pp |
| Employer contribution / active EE | $1,023 | $6,355-83.9% | $5,052-79.8% | $4,741-78.4% |
| Participant deferral / active EE | $5,451 | $7,975-31.7% | $6,542-16.7% | $6,400-14.8% |
| Admin fee / account holder | $7,312 | $23,567-69.0% | $14,302-48.9% | $11,427-36.0% |