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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 | $40,297 | $71,878-43.9% | $86,698-53.5% | $68,486-41.2% |
| Participation rate | 57.1% | 72.2%-15.1pp | 76.6%-19.4pp | 67.9%-10.8pp |
| Annual return | -12.58% | 3.53%-16.1pp | 35.95%-48.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $119 | $2,173-94.5% | $2,837-95.8% | $2,597-95.4% |
| Participant deferral / active EE | $2,374 | $3,779-37.2% | $4,656-49.0% | $4,028-41.1% |
| Admin fee / account holder | $1,843 | $6,113-69.8% | $7,493-75.4% | $5,404-65.9% |