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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 | $45,428 | $46,697-2.7% | $117,529-61.3% | $68,490-33.7% |
| Participation rate | 12.0% | 56.8%-44.8pp | 70.6%-58.6pp | 67.9%-55.9pp |
| Annual return | -18.94% | -14.52%-4.4pp | 29.77%-48.7pp | -7.85%-11.1pp |
| Employer contribution / active EE | $128 | $1,506-91.5% | $4,179-96.9% | $2,597-95.1% |
| Participant deferral / active EE | $1,169 | $2,637-55.7% | $4,072-71.3% | $4,028-71.0% |
| Admin fee / account holder | $349 | $4,023-91.3% | $5,645-93.8% | $5,403-93.5% |