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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 | $36,648 | $64,729-43.4% | $112,263-67.4% | $68,490-46.5% |
| Participation rate | 32.1% | 67.2%-35.0pp | 75.1%-42.9pp | 67.9%-35.8pp |
| Annual return | -15.78% | -11.40%-4.4pp | 27.49%-43.3pp | -7.85%-7.9pp |
| Employer contribution / active EE | $201 | $2,746-92.7% | $3,636-94.5% | $2,597-92.3% |
| Participant deferral / active EE | $2,206 | $3,566-38.1% | $4,729-53.3% | $4,028-45.2% |
| Admin fee / account holder | $6,085 | $5,222+16.5% | $6,410-5.1% | $5,403+12.6% |