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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 | $34,018 | $64,719-47.4% | $112,249-69.7% | $68,486-50.3% |
| Participation rate | 44.3% | 67.2%-22.9pp | 75.1%-30.8pp | 67.9%-23.6pp |
| Annual return | -14.35% | -11.40%-3.0pp | 27.48%-41.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $137 | $2,747-95.0% | $3,636-96.2% | $2,597-94.7% |
| Participant deferral / active EE | $1,822 | $3,565-48.9% | $4,729-61.5% | $4,028-54.8% |
| Admin fee / account holder | $3,234 | $5,232-38.2% | $6,412-49.6% | $5,404-40.2% |