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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 | $51,241 | $110,083-53.5% | $151,639-66.2% | $68,486-25.2% |
| Participation rate | 56.5% | 84.0%-27.4pp | 87.5%-31.0pp | 67.9%-11.4pp |
| Annual return | -17.75% | -10.12%-7.6pp | 3.34%-21.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,027 | $4,470-77.0% | $6,165-83.3% | $2,597-60.5% |
| Participant deferral / active EE | $3,556 | $6,526-45.5% | $8,363-57.5% | $4,028-11.7% |
| Admin fee / account holder | $3,178 | $7,718-58.8% | $11,613-72.6% | $5,404-41.2% |