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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 | $52,701 | $48,235+9.3% | $68,803-23.4% | $68,490-23.1% |
| Participation rate | 35.2% | 60.7%-25.5pp | 69.0%-33.8pp | 67.9%-32.7pp |
| Annual return | -17.24% | -12.70%-4.5pp | -6.37%-10.9pp | -7.85%-9.4pp |
| Employer contribution / active EE | $237 | $1,829-87.1% | $2,656-91.1% | $2,597-90.9% |
| Participant deferral / active EE | $1,297 | $2,867-54.8% | $3,942-67.1% | $4,028-67.8% |
| Admin fee / account holder | $2,041 | $4,361-53.2% | $4,936-58.7% | $5,403-62.2% |