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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 | $49,334 | $73,019-32.4% | $90,766-45.6% | $68,490-28.0% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -14.86% | -13.81%-1.1pp | -12.16%-2.7pp | -7.85%-7.0pp |
| Employer contribution / active EE | $454 | $2,193-79.3% | $2,922-84.5% | $2,597-82.5% |
| Participant deferral / active EE | $2,237 | $3,626-38.3% | $4,565-51.0% | $4,028-44.5% |
| Admin fee / account holder | $2,815 | $5,897-52.3% | $8,446-66.7% | $5,403-47.9% |