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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 | $56,390 | $94,529-40.3% | $140,019-59.7% | $64,173-12.1% |
| Participation rate | 63.5% | 84.1%-20.6pp | 87.5%-24.0pp | 69.6%-6.0pp |
| Annual return | -4.65% | 7.77%-12.4pp | 651.17%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,075 | $3,812-71.8% | $5,605-80.8% | $2,381-54.9% |
| Participant deferral / active EE | $2,628 | $5,250-50.0% | $6,927-62.1% | $3,470-24.3% |
| Admin fee / account holder | $16,313 | $6,741+142.0% | $10,705+52.4% | $4,887+233.8% |