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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 | $57,568 | $61,660-6.6% | $80,022-28.1% | $64,173-10.3% |
| Participation rate | 44.4% | 71.7%-27.2pp | 75.8%-31.4pp | 69.6%-25.1pp |
| Annual return | -6.22% | -0.33%-5.9pp | 11.22%-17.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $169 | $1,810-90.7% | $2,468-93.2% | $2,381-92.9% |
| Participant deferral / active EE | $1,597 | $2,968-46.2% | $3,686-56.7% | $3,470-54.0% |
| Admin fee / account holder | $1,684 | $5,417-68.9% | $6,521-74.2% | $4,887-65.5% |