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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 | $47,882 | $110,083-56.5% | $151,645-68.4% | $68,490-30.1% |
| Participation rate | 61.9% | 84.0%-22.0pp | 87.5%-25.6pp | 67.9%-6.0pp |
| Annual return | -17.56% | -10.12%-7.4pp | 3.34%-20.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,097 | $4,470-75.4% | $6,165-82.2% | $2,597-57.7% |
| Participant deferral / active EE | $3,061 | $6,526-53.1% | $8,363-63.4% | $4,028-24.0% |
| Admin fee / account holder | $2,149 | $7,718-72.2% | $11,614-81.5% | $5,403-60.2% |