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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 | $41,536 | $50,947-18.5% | $74,551-44.3% | $64,173-35.3% |
| Participation rate | 53.7% | 61.1%-7.4pp | 69.1%-15.5pp | 69.6%-15.9pp |
| Annual return | -2.40% | -1.85%-0.5pp | 32.53%-34.9pp | 7.63%-10.0pp |
| Employer contribution / active EE | $191 | $1,115-82.9% | $1,961-90.2% | $2,381-92.0% |
| Participant deferral / active EE | $1,086 | $2,302-52.8% | $3,108-65.0% | $3,470-68.7% |
| Admin fee / account holder | $7,734 | $4,221+83.2% | $5,059+52.9% | $4,887+58.2% |