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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 | $37,995 | $52,836-28.1% | $105,738-64.1% | $64,181-40.8% |
| Participation rate | 31.0% | 66.5%-35.5pp | 76.3%-45.3pp | 69.6%-38.5pp |
| Annual return | -4.73% | 14.30%-19.0pp | 6.27%-11.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $443 | $1,827-75.7% | $3,268-86.4% | $2,381-81.4% |
| Participant deferral / active EE | $1,272 | $2,545-50.0% | $4,080-68.8% | $3,470-63.3% |
| Admin fee / account holder | $9,766 | $3,959+146.7% | $6,913+41.3% | $4,887+99.8% |