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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 | $29,533 | $50,947-42.0% | $74,549-60.4% | $64,173-54.0% |
| Participation rate | 46.4% | 61.1%-14.6pp | 69.1%-22.7pp | 69.6%-23.1pp |
| Annual return | -4.19% | -1.85%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $132 | $1,115-88.2% | $1,961-93.3% | $2,381-94.5% |
| Participant deferral / active EE | $1,143 | $2,302-50.3% | $3,108-63.2% | $3,470-67.1% |
| Admin fee / account holder | $24,666 | $4,221+484.4% | $5,059+387.6% | $4,887+404.7% |