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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 | $48,022 | $81,870-41.3% | $119,634-59.9% | $68,490-29.9% |
| Participation rate | 52.4% | 71.9%-19.5pp | 79.3%-26.9pp | 67.9%-15.5pp |
| Annual return | -14.98% | -23.82%+8.8pp | -14.98%0pp | -7.85%-7.1pp |
| Employer contribution / active EE | $597 | $2,692-77.8% | $4,232-85.9% | $2,597-77.0% |
| Participant deferral / active EE | $2,387 | $4,148-42.4% | $5,601-57.4% | $4,028-40.7% |
| Admin fee / account holder | $8,588 | $6,583+30.5% | $10,329-16.9% | $5,403+59.0% |