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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 | $34,584 | $71,878-51.9% | $86,698-60.1% | $68,486-49.5% |
| Participation rate | 60.5% | 72.2%-11.8pp | 76.6%-16.1pp | 67.9%-7.4pp |
| Annual return | -16.81% | 3.53%-20.3pp | 35.95%-52.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $548 | $2,173-74.8% | $2,837-80.7% | $2,597-78.9% |
| Participant deferral / active EE | $2,007 | $3,779-46.9% | $4,656-56.9% | $4,028-50.2% |
| Admin fee / account holder | $1,201 | $6,113-80.4% | $7,493-84.0% | $5,404-77.8% |