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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 | $28,873 | $61,660-53.2% | $80,022-63.9% | $64,173-55.0% |
| Participation rate | 68.6% | 71.7%-3.1pp | 75.8%-7.3pp | 69.6%-1.0pp |
| Annual return | -5.52% | -0.33%-5.2pp | 11.22%-16.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $150 | $1,810-91.7% | $2,468-93.9% | $2,381-93.7% |
| Participant deferral / active EE | $3,202 | $2,968+7.9% | $3,686-13.1% | $3,470-7.7% |
| Admin fee / account holder | $2,550 | $5,417-52.9% | $6,521-60.9% | $4,887-47.8% |