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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 | $29,791 | $73,019-59.2% | $90,766-67.2% | $68,490-56.5% |
| Participation rate | 52.9% | 70.8%-17.9pp | 75.7%-22.8pp | 67.9%-15.0pp |
| Annual return | -18.76% | -13.81%-5.0pp | -12.16%-6.6pp | -7.85%-10.9pp |
| Employer contribution / active EE | $314 | $2,193-85.7% | $2,922-89.2% | $2,597-87.9% |
| Participant deferral / active EE | $1,672 | $3,626-53.9% | $4,565-63.4% | $4,028-58.5% |
| Admin fee / account holder | $587 | $5,897-90.0% | $8,446-93.0% | $5,403-89.1% |