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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 | $42,944 | $81,870-47.5% | $119,634-64.1% | $68,490-37.3% |
| Participation rate | 44.3% | 71.9%-27.6pp | 79.3%-35.0pp | 67.9%-23.6pp |
| Annual return | -16.02% | -23.82%+7.8pp | -14.98%-1.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $411 | $2,692-84.7% | $4,232-90.3% | $2,597-84.2% |
| Participant deferral / active EE | $1,973 | $4,148-52.4% | $5,601-64.8% | $4,028-51.0% |
| Admin fee / account holder | $3,518 | $6,583-46.6% | $10,329-65.9% | $5,403-34.9% |