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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 | $47,673 | $73,019-34.7% | $90,766-47.5% | $68,490-30.4% |
| Participation rate | 28.6% | 70.8%-42.3pp | 75.7%-47.1pp | 67.9%-39.3pp |
| Annual return | -18.75% | -13.81%-4.9pp | -12.16%-6.6pp | -7.85%-10.9pp |
| Employer contribution / active EE | $470 | $2,193-78.6% | $2,922-83.9% | $2,597-81.9% |
| Participant deferral / active EE | $1,614 | $3,626-55.5% | $4,565-64.7% | $4,028-59.9% |
| Admin fee / account holder | $18,231 | $5,897+209.2% | $8,446+115.9% | $5,403+237.4% |