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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 | $21,677 | $82,314-73.7% | $68,808-68.5% | $134,532-83.9% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.0%-26.2pp | 81.2%-38.4pp |
| Annual return | -12.09% | -2.18%-9.9pp | -6.37%-5.7pp | 418.27%-430.4pp |
| Employer contribution / active EE | $343 | $3,301-89.6% | $2,656-87.1% | $4,741-92.8% |
| Participant deferral / active EE | $1,185 | $4,740-75.0% | $3,942-69.9% | $6,401-81.5% |
| Admin fee / account holder | $51,079 | $6,484+687.7% | $4,936+934.9% | $11,429+346.9% |