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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 | $33,648 | $59,813-43.7% | $79,580-57.7% | $68,486-50.9% |
| Participation rate | 39.7% | 61.1%-21.4pp | 69.5%-29.8pp | 67.9%-28.2pp |
| Annual return | -13.37% | -12.30%-1.1pp | 0.15%-13.5pp | -7.85%-5.5pp |
| Employer contribution / active EE | $78 | $1,505-94.8% | $2,413-96.7% | $2,597-97.0% |
| Participant deferral / active EE | $1,569 | $3,024-48.1% | $3,985-60.6% | $4,028-61.0% |
| Admin fee / account holder | $9,707 | $4,835+100.8% | $6,835+42.0% | $5,404+79.6% |