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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 | $42,365 | $110,083-61.5% | $151,645-72.1% | $68,490-38.1% |
| Participation rate | 56.0% | 84.0%-28.0pp | 87.5%-31.5pp | 67.9%-11.9pp |
| Annual return | -15.35% | -10.12%-5.2pp | 3.34%-18.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $921 | $4,470-79.4% | $6,165-85.1% | $2,597-64.5% |
| Participant deferral / active EE | $4,402 | $6,526-32.6% | $8,363-47.4% | $4,028+9.3% |
| Admin fee / account holder | $778 | $7,718-89.9% | $11,614-93.3% | $5,403-85.6% |