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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 | $30,178 | $64,716-53.4% | $112,258-73.1% | $68,495-55.9% |
| Participation rate | 26.5% | 67.2%-40.6pp | 75.1%-48.5pp | 67.9%-41.4pp |
| Annual return | -18.25% | -11.40%-6.8pp | 27.47%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $442 | $2,746-83.9% | $3,636-87.9% | $2,596-83.0% |
| Participant deferral / active EE | $1,767 | $3,565-50.4% | $4,728-62.6% | $4,028-56.1% |
| Admin fee / account holder | $792 | $5,232-84.9% | $6,411-87.6% | $5,403-85.3% |