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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 | $39,668 | $71,878-44.8% | $86,698-54.2% | $68,486-42.1% |
| Participation rate | 42.9% | 72.2%-29.4pp | 76.6%-33.7pp | 67.9%-25.0pp |
| Annual return | -11.21% | 3.53%-14.7pp | 35.95%-47.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $220 | $2,173-89.9% | $2,837-92.2% | $2,597-91.5% |
| Participant deferral / active EE | $2,463 | $3,779-34.8% | $4,656-47.1% | $4,028-38.8% |
| Admin fee / account holder | $25,035 | $6,113+309.6% | $7,493+234.1% | $5,404+363.3% |