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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 | $50,309 | $50,958-1.3% | $74,552-32.5% | $64,181-21.6% |
| Participation rate | 52.2% | 61.1%-8.9pp | 69.1%-17.0pp | 69.6%-17.4pp |
| Annual return | -4.49% | -1.86%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $110 | $1,115-90.2% | $1,961-94.4% | $2,381-95.4% |
| Participant deferral / active EE | $2,209 | $2,301-4.0% | $3,108-28.9% | $3,470-36.3% |
| Admin fee / account holder | $2,706 | $4,223-35.9% | $5,060-46.5% | $4,887-44.6% |