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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 | $58,322 | $61,660-5.4% | $80,022-27.1% | $64,173-9.1% |
| Participation rate | 30.4% | 71.7%-41.3pp | 75.8%-45.5pp | 69.6%-39.2pp |
| Annual return | -4.68% | -0.33%-4.3pp | 11.22%-15.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $300 | $1,810-83.5% | $2,468-87.9% | $2,381-87.4% |
| Participant deferral / active EE | $1,621 | $2,968-45.4% | $3,686-56.0% | $3,470-53.3% |
| Admin fee / account holder | $8,982 | $5,417+65.8% | $6,521+37.7% | $4,887+83.8% |