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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 | $43,288 | $50,958-15.1% | $74,552-41.9% | $64,181-32.6% |
| Participation rate | 54.5% | 61.1%-6.5pp | 69.1%-14.6pp | 69.6%-15.0pp |
| Annual return | -3.28% | -1.86%-1.4pp | 32.53%-35.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $174 | $1,115-84.4% | $1,961-91.1% | $2,381-92.7% |
| Participant deferral / active EE | $1,063 | $2,301-53.8% | $3,108-65.8% | $3,470-69.4% |
| Admin fee / account holder | $7,149 | $4,223+69.3% | $5,060+41.3% | $4,887+46.3% |