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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 | $44,895 | $81,870-45.2% | $119,634-62.5% | $68,490-34.5% |
| Participation rate | 22.6% | 71.9%-49.3pp | 79.3%-56.7pp | 67.9%-45.3pp |
| Annual return | -17.80% | -23.82%+6.0pp | -14.98%-2.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $332 | $2,692-87.7% | $4,232-92.2% | $2,597-87.2% |
| Participant deferral / active EE | $2,368 | $4,148-42.9% | $5,601-57.7% | $4,028-41.2% |
| Admin fee / account holder | $1,052 | $6,583-84.0% | $10,329-89.8% | $5,403-80.5% |