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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 | $46,750 | $43,730+6.9% | $121,220-61.4% | $64,173-27.2% |
| Participation rate | 26.3% | 58.3%-32.0pp | 71.8%-45.4pp | 69.6%-43.3pp |
| Annual return | -7.50% | 68.94%-76.4pp | 16.94%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $94 | $1,297-92.7% | $4,023-97.7% | $2,381-96.0% |
| Participant deferral / active EE | $953 | $2,281-58.2% | $3,345-71.5% | $3,470-72.5% |
| Admin fee / account holder | $2,664 | $3,502-23.9% | $5,021-46.9% | $4,887-45.5% |