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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 | $33,137 | $69,012-52.0% | $160,009-79.3% | $68,486-51.6% |
| Participation rate | 32.6% | 65.4%-32.8pp | 78.0%-45.4pp | 67.9%-35.3pp |
| Annual return | -12.24% | -9.65%-2.6pp | 408.85%-421.1pp | -7.85%-4.4pp |
| Employer contribution / active EE | $358 | $2,212-83.8% | $4,225-91.5% | $2,597-86.2% |
| Participant deferral / active EE | $1,767 | $4,212-58.1% | $6,183-71.4% | $4,028-56.1% |
| Admin fee / account holder | $2,762 | $4,798-42.5% | $8,715-68.3% | $5,404-48.9% |