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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 | $41,317 | $71,878-42.5% | $86,698-52.3% | $68,486-39.7% |
| Participation rate | 63.6% | 72.2%-8.6pp | 76.6%-13.0pp | 67.9%-4.3pp |
| Annual return | -14.96% | 3.53%-18.5pp | 35.95%-50.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $451 | $2,173-79.3% | $2,837-84.1% | $2,597-82.6% |
| Participant deferral / active EE | $2,669 | $3,779-29.4% | $4,656-42.7% | $4,028-33.7% |
| Admin fee / account holder | $7,463 | $6,113+22.1% | $7,493-0.4% | $5,404+38.1% |