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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 | $29,835 | $53,162-43.9% | $91,225-67.3% | $68,495-56.4% |
| Participation rate | 37.5% | 63.2%-25.7pp | 73.2%-35.7pp | 67.9%-30.4pp |
| Annual return | -12.39% | -3.14%-9.2pp | 114.10%-126.5pp | -7.84%-4.5pp |
| Employer contribution / active EE | $64 | $1,709-96.3% | $2,851-97.8% | $2,596-97.5% |
| Participant deferral / active EE | $1,185 | $2,974-60.1% | $4,234-72.0% | $4,028-70.6% |
| Admin fee / account holder | $2,369 | $4,493-47.3% | $5,422-56.3% | $5,403-56.2% |