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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 | $34,690 | $48,267-28.1% | $68,808-49.6% | $68,486-49.3% |
| Participation rate | 50.8% | 60.7%-9.8pp | 69.0%-18.2pp | 67.9%-17.0pp |
| Annual return | -17.40% | -12.70%-4.7pp | -6.37%-11.0pp | -7.85%-9.5pp |
| Employer contribution / active EE | $231 | $1,829-87.4% | $2,656-91.3% | $2,597-91.1% |
| Participant deferral / active EE | $1,729 | $2,867-39.7% | $3,942-56.1% | $4,028-57.1% |
| Admin fee / account holder | $542 | $4,362-87.6% | $4,936-89.0% | $5,404-90.0% |