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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 | $47,197 | $81,870-42.4% | $119,608-60.5% | $68,495-31.1% |
| Participation rate | 39.3% | 71.9%-32.6pp | 79.3%-40.0pp | 67.9%-28.6pp |
| Annual return | -18.57% | -23.82%+5.2pp | -14.98%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $201 | $2,692-92.5% | $4,232-95.3% | $2,596-92.3% |
| Participant deferral / active EE | $2,680 | $4,148-35.4% | $5,601-52.2% | $4,028-33.5% |
| Admin fee / account holder | $8,851 | $6,583+34.4% | $10,326-14.3% | $5,403+63.8% |