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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 | $48,829 | $61,660-20.8% | $80,022-39.0% | $64,173-23.9% |
| Participation rate | 60.3% | 71.7%-11.4pp | 75.8%-15.5pp | 69.6%-9.3pp |
| Annual return | -4.23% | -0.33%-3.9pp | 11.22%-15.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $358 | $1,810-80.2% | $2,468-85.5% | $2,381-85.0% |
| Participant deferral / active EE | $1,905 | $2,968-35.8% | $3,686-48.3% | $3,470-45.1% |
| Admin fee / account holder | $7,351 | $5,417+35.7% | $6,521+12.7% | $4,887+50.4% |