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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 | $42,197 | $131,835-68.0% | $108,582-61.1% | $273,972-84.6% |
| Participation rate | 36.4% | 83.5%-47.1pp | 79.6%-43.2pp | 83.0%-46.7pp |
| Annual return | 2.11% | -91.57%+93.7pp | -51.70%+53.8pp | 41.46%-39.3pp |
| Employer contribution / active EE | $363 | $4,913-92.6% | $3,758-90.3% | $4,869-92.5% |
| Participant deferral / active EE | $1,957 | $5,127-61.8% | $4,311-54.6% | $5,287-63.0% |
| Admin fee / account holder | $2,541 | $10,253-75.2% | $7,645-66.8% | $10,133-74.9% |