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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 | $38,742 | $134,001-71.1% | $112,258-65.5% | $134,509-71.2% |
| Participation rate | 35.0% | 78.6%-43.6pp | 75.1%-40.1pp | 81.2%-46.2pp |
| Annual return | -13.65% | 47.15%-60.8pp | 27.47%-41.1pp | 418.13%-431.8pp |
| Employer contribution / active EE | $750 | $4,039-81.4% | $3,636-79.4% | $4,741-84.2% |
| Participant deferral / active EE | $4,275 | $5,291-19.2% | $4,728-9.6% | $6,400-33.2% |
| Admin fee / account holder | $3,048 | $7,491-59.3% | $6,411-52.5% | $11,427-73.3% |