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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 | $39,913 | $71,873-44.5% | $86,698-54.0% | $68,490-41.7% |
| Participation rate | 48.1% | 72.2%-24.2pp | 76.6%-28.5pp | 67.9%-19.8pp |
| Annual return | -15.04% | 3.54%-18.6pp | 35.96%-51.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $524 | $2,173-75.9% | $2,837-81.5% | $2,597-79.8% |
| Participant deferral / active EE | $2,063 | $3,779-45.4% | $4,656-55.7% | $4,028-48.8% |
| Admin fee / account holder | $1,476 | $6,110-75.9% | $7,492-80.3% | $5,403-72.7% |