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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 | $31,031 | $62,583-50.4% | $76,767-59.6% | $64,173-51.6% |
| Participation rate | 58.1% | 72.8%-14.7pp | 77.0%-18.8pp | 69.6%-11.4pp |
| Annual return | -3.84% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $282 | $1,832-84.6% | $2,485-88.6% | $2,381-88.1% |
| Participant deferral / active EE | $2,043 | $3,145-35.0% | $3,852-47.0% | $3,470-41.1% |
| Admin fee / account holder | $5,010 | $4,667+7.4% | $6,675-24.9% | $4,887+2.5% |