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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 | $38,435 | $73,848-48.0% | $143,799-73.3% | $68,486-43.9% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -16.69% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $380 | $3,184-88.1% | $4,952-92.3% | $2,597-85.4% |
| Participant deferral / active EE | $3,600 | $3,385+6.4% | $5,638-36.1% | $4,028-10.6% |
| Admin fee / account holder | $3,133 | $5,755-45.6% | $14,677-78.7% | $5,404-42.0% |