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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 | $46,197 | $113,941-59.5% | $94,229-51.0% | $125,389-63.2% |
| Participation rate | 63.2% | 82.9%-19.7pp | 78.8%-15.6pp | 83.2%-20.0pp |
| Annual return | -1.68% | 5.29%-7.0pp | 10.68%-12.4pp | 282.24%-283.9pp |
| Employer contribution / active EE | $625 | $4,727-86.8% | $3,587-82.6% | $4,866-87.2% |
| Participant deferral / active EE | $1,517 | $5,179-70.7% | $4,320-64.9% | $5,352-71.7% |
| Admin fee / account holder | $747 | $8,392-91.1% | $6,269-88.1% | $9,541-92.2% |