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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 | $48,794 | $100,805-51.6% | $86,698-43.7% | $134,532-63.7% |
| Participation rate | 59.1% | 79.0%-19.9pp | 76.6%-17.5pp | 81.2%-22.1pp |
| Annual return | -17.43% | 29.09%-46.5pp | 35.95%-53.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $733 | $3,490-79.0% | $2,837-74.2% | $4,741-84.5% |
| Participant deferral / active EE | $2,714 | $5,339-49.2% | $4,656-41.7% | $6,401-57.6% |
| Admin fee / account holder | $1,602 | $10,925-85.3% | $7,493-78.6% | $11,429-86.0% |