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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 | $40,529 | $71,873-43.6% | $86,698-53.3% | $68,490-40.8% |
| Participation rate | 68.2% | 72.2%-4.1pp | 76.6%-8.4pp | 67.9%+0.3pp |
| Annual return | -15.63% | 3.54%-19.2pp | 35.96%-51.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $327 | $2,173-84.9% | $2,837-88.5% | $2,597-87.4% |
| Participant deferral / active EE | $1,851 | $3,779-51.0% | $4,656-60.2% | $4,028-54.0% |
| Admin fee / account holder | $694 | $6,110-88.6% | $7,492-90.7% | $5,403-87.2% |