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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 | $30,942 | $71,878-57.0% | $86,698-64.3% | $68,486-54.8% |
| Participation rate | 61.0% | 72.2%-11.2pp | 76.6%-15.6pp | 67.9%-6.9pp |
| Annual return | -17.37% | 3.53%-20.9pp | 35.95%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $470 | $2,173-78.4% | $2,837-83.4% | $2,597-81.9% |
| Participant deferral / active EE | $1,752 | $3,779-53.6% | $4,656-62.4% | $4,028-56.5% |
| Admin fee / account holder | $2,505 | $6,113-59.0% | $7,493-66.6% | $5,404-53.6% |