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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 | $38,570 | $73,019-47.2% | $90,766-57.5% | $68,490-43.7% |
| Participation rate | 52.3% | 70.8%-18.6pp | 75.7%-23.4pp | 67.9%-15.6pp |
| Annual return | -14.59% | -13.81%-0.8pp | -12.16%-2.4pp | -7.85%-6.7pp |
| Employer contribution / active EE | $464 | $2,193-78.9% | $2,922-84.1% | $2,597-82.1% |
| Participant deferral / active EE | $2,406 | $3,626-33.7% | $4,565-47.3% | $4,028-40.3% |
| Admin fee / account holder | $1,481 | $5,897-74.9% | $8,446-82.5% | $5,403-72.6% |