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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 | $46,490 | $73,848-37.0% | $143,799-67.7% | $68,486-32.1% |
| Participation rate | 37.9% | 66.7%-28.7pp | 80.3%-42.4pp | 67.9%-30.0pp |
| Annual return | -18.55% | 0.91%-19.5pp | -0.04%-18.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $280 | $3,184-91.2% | $4,952-94.4% | $2,597-89.2% |
| Participant deferral / active EE | $1,995 | $3,385-41.1% | $5,638-64.6% | $4,028-50.5% |
| Admin fee / account holder | $893 | $5,755-84.5% | $14,677-93.9% | $5,404-83.5% |