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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 | $38,063 | $49,280-22.8% | $67,313-43.5% | $64,173-40.7% |
| Participation rate | 52.9% | 60.8%-7.8pp | 69.1%-16.1pp | 69.6%-16.6pp |
| Annual return | -5.79% | -1.39%-4.4pp | -4.08%-1.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $266 | $1,668-84.1% | $2,566-89.6% | $2,381-88.8% |
| Participant deferral / active EE | $1,565 | $2,484-37.0% | $3,568-56.1% | $3,470-54.9% |
| Admin fee / account holder | $6,129 | $3,863+58.7% | $4,507+36.0% | $4,887+25.4% |