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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 | $42,769 | $48,267-11.4% | $68,808-37.8% | $68,486-37.5% |
| Participation rate | 49.1% | 60.7%-11.5pp | 69.0%-19.9pp | 67.9%-18.8pp |
| Annual return | -19.47% | -12.70%-6.8pp | -6.37%-13.1pp | -7.85%-11.6pp |
| Employer contribution / active EE | $190 | $1,829-89.6% | $2,656-92.8% | $2,597-92.7% |
| Participant deferral / active EE | $2,908 | $2,867+1.5% | $3,942-26.2% | $4,028-27.8% |
| Admin fee / account holder | $3,034 | $4,362-30.5% | $4,936-38.5% | $5,404-43.9% |