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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 | $29,818 | $46,697-36.1% | $117,533-74.6% | $68,486-56.5% |
| Participation rate | 35.8% | 56.8%-21.0pp | 70.6%-34.8pp | 67.9%-32.1pp |
| Annual return | -9.24% | -14.52%+5.3pp | 29.77%-39.0pp | -7.85%-1.4pp |
| Employer contribution / active EE | $242 | $1,506-83.9% | $4,179-94.2% | $2,597-90.7% |
| Participant deferral / active EE | $1,248 | $2,637-52.7% | $4,072-69.4% | $4,028-69.0% |
| Admin fee / account holder | $846 | $4,023-79.0% | $5,647-85.0% | $5,404-84.3% |