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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 | $37,097 | $48,267-23.1% | $68,808-46.1% | $68,486-45.8% |
| Participation rate | 54.5% | 60.7%-6.1pp | 69.0%-14.5pp | 67.9%-13.3pp |
| Annual return | -16.70% | -12.70%-4.0pp | -6.37%-10.3pp | -7.85%-8.8pp |
| Employer contribution / active EE | $309 | $1,829-83.1% | $2,656-88.4% | $2,597-88.1% |
| Participant deferral / active EE | $1,801 | $2,867-37.2% | $3,942-54.3% | $4,028-55.3% |
| Admin fee / account holder | $2,691 | $4,362-38.3% | $4,936-45.5% | $5,404-50.2% |