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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 | $39,002 | $50,947-23.4% | $74,549-47.7% | $64,173-39.2% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.1%-29.1pp | 69.6%-29.6pp |
| Annual return | -6.47% | -1.85%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $100 | $1,115-91.1% | $1,961-94.9% | $2,381-95.8% |
| Participant deferral / active EE | $1,851 | $2,302-19.6% | $3,108-40.5% | $3,470-46.7% |
| Admin fee / account holder | $1,181 | $4,221-72.0% | $5,059-76.7% | $4,887-75.8% |