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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 | $38,427 | $77,816-50.6% | $123,552-68.9% | $64,173-40.1% |
| Participation rate | 52.3% | 74.7%-22.4pp | 82.3%-30.0pp | 69.6%-17.3pp |
| Annual return | -5.50% | 12.49%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $368 | $3,014-87.8% | $4,628-92.0% | $2,381-84.5% |
| Participant deferral / active EE | $2,963 | $5,240-43.5% | $6,426-53.9% | $3,470-14.6% |
| Admin fee / account holder | $2,366 | $5,519-57.1% | $9,285-74.5% | $4,887-51.6% |