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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 | $38,067 | $72,404-47.4% | $110,243-65.5% | $64,173-40.7% |
| Participation rate | 62.1% | 73.3%-11.3pp | 79.8%-17.8pp | 69.6%-7.5pp |
| Annual return | -7.14% | -6.29%-0.9pp | 314.76%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $345 | $2,282-84.9% | $3,827-91.0% | $2,381-85.5% |
| Participant deferral / active EE | $1,692 | $3,469-51.2% | $4,672-63.8% | $3,470-51.2% |
| Admin fee / account holder | $2,640 | $5,664-53.4% | $8,548-69.1% | $4,887-46.0% |