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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 | $40,294 | $73,863-45.4% | $143,797-72.0% | $68,490-41.2% |
| Participation rate | 37.1% | 66.7%-29.5pp | 80.3%-43.2pp | 67.9%-30.8pp |
| Annual return | -15.87% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $306 | $3,185-90.4% | $4,952-93.8% | $2,597-88.2% |
| Participant deferral / active EE | $1,455 | $3,385-57.0% | $5,638-74.2% | $4,028-63.9% |
| Admin fee / account holder | $612 | $5,756-89.4% | $14,679-95.8% | $5,403-88.7% |