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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 | $48,664 | $50,947-4.5% | $74,551-34.7% | $64,173-24.2% |
| Participation rate | 58.1% | 61.1%-2.9pp | 69.1%-11.0pp | 69.6%-11.4pp |
| Annual return | -6.28% | -1.85%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $137 | $1,115-87.7% | $1,961-93.0% | $2,381-94.2% |
| Participant deferral / active EE | $4,189 | $2,302+82.0% | $3,108+34.8% | $3,470+20.7% |
| Admin fee / account holder | $5,038 | $4,221+19.4% | $5,059-0.4% | $4,887+3.1% |