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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 | $44,821 | $57,352-21.8% | $83,830-46.5% | $64,173-30.2% |
| Participation rate | 50.7% | 68.6%-17.9pp | 76.1%-25.4pp | 69.6%-18.9pp |
| Annual return | -5.04% | 11.38%-16.4pp | 850.97%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $341 | $2,546-86.6% | $3,631-90.6% | $2,381-85.7% |
| Participant deferral / active EE | $2,224 | $2,993-25.7% | $4,082-45.5% | $3,470-35.9% |
| Admin fee / account holder | $2,594 | $4,046-35.9% | $5,479-52.7% | $4,887-46.9% |