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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 | $49,121 | $71,872-31.7% | $86,691-43.3% | $68,495-28.3% |
| Participation rate | 51.4% | 72.2%-20.8pp | 76.6%-25.2pp | 67.9%-16.5pp |
| Annual return | -13.29% | 3.53%-16.8pp | 35.94%-49.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $445 | $2,173-79.5% | $2,837-84.3% | $2,596-82.9% |
| Participant deferral / active EE | $2,627 | $3,779-30.5% | $4,656-43.6% | $4,028-34.8% |
| Admin fee / account holder | $2,370 | $6,112-61.2% | $7,492-68.4% | $5,403-56.1% |