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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 | $29,924 | $64,719-53.8% | $112,249-73.3% | $68,486-56.3% |
| Participation rate | 30.8% | 67.2%-36.4pp | 75.1%-44.3pp | 67.9%-37.1pp |
| Annual return | -18.23% | -11.40%-6.8pp | 27.48%-45.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $560 | $2,747-79.6% | $3,636-84.6% | $2,597-78.4% |
| Participant deferral / active EE | $2,040 | $3,565-42.8% | $4,729-56.9% | $4,028-49.3% |
| Admin fee / account holder | $3,183 | $5,232-39.2% | $6,412-50.4% | $5,404-41.1% |