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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 | $58,421 | $62,583-6.7% | $76,767-23.9% | $64,173-9.0% |
| Participation rate | 41.2% | 72.8%-31.6pp | 77.0%-35.8pp | 69.6%-28.4pp |
| Annual return | -3.70% | -1.95%-1.8pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $343 | $1,832-81.3% | $2,485-86.2% | $2,381-85.6% |
| Participant deferral / active EE | $1,651 | $3,145-47.5% | $3,852-57.1% | $3,470-52.4% |
| Admin fee / account holder | $5,177 | $4,667+10.9% | $6,675-22.4% | $4,887+5.9% |