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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 | $44,831 | $56,484-20.6% | $169,452-73.5% | $64,173-30.1% |
| Participation rate | 49.0% | 64.5%-15.6pp | 77.8%-28.8pp | 69.6%-20.6pp |
| Annual return | -5.67% | -1.55%-4.1pp | 1.83%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $139 | $1,832-92.4% | $4,157-96.7% | $2,381-94.2% |
| Participant deferral / active EE | $1,550 | $3,448-55.0% | $5,277-70.6% | $3,470-55.3% |
| Admin fee / account holder | $1,633 | $4,174-60.9% | $9,110-82.1% | $4,887-66.6% |