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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 | $50,750 | $64,729-21.6% | $112,263-54.8% | $68,490-25.9% |
| Participation rate | 34.5% | 67.2%-32.7pp | 75.1%-40.6pp | 67.9%-33.4pp |
| Annual return | -14.74% | -11.40%-3.3pp | 27.49%-42.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $503 | $2,746-81.7% | $3,636-86.2% | $2,597-80.6% |
| Participant deferral / active EE | $1,999 | $3,566-43.9% | $4,729-57.7% | $4,028-50.4% |
| Admin fee / account holder | $2,917 | $5,222-44.1% | $6,410-54.5% | $5,403-46.0% |