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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 | $37,052 | $73,019-49.3% | $90,766-59.2% | $68,490-45.9% |
| Participation rate | 68.9% | 70.8%-1.9pp | 75.7%-6.8pp | 67.9%+1.0pp |
| Annual return | -13.67% | -13.81%+0.1pp | -12.16%-1.5pp | -7.85%-5.8pp |
| Employer contribution / active EE | $365 | $2,193-83.3% | $2,922-87.5% | $2,597-85.9% |
| Participant deferral / active EE | $2,276 | $3,626-37.2% | $4,565-50.1% | $4,028-43.5% |
| Admin fee / account holder | $4,744 | $5,897-19.5% | $8,446-43.8% | $5,403-12.2% |