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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 | $48,750 | $56,339-13.5% | $104,301-53.3% | $68,495-28.8% |
| Participation rate | 37.5% | 63.3%-25.8pp | 73.3%-35.8pp | 67.9%-30.4pp |
| Annual return | -14.66% | -9.19%-5.5pp | 24.61%-39.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $357 | $1,960-81.8% | $3,373-89.4% | $2,596-86.2% |
| Participant deferral / active EE | $1,459 | $3,077-52.6% | $4,626-68.5% | $4,028-63.8% |
| Admin fee / account holder | $1,165 | $4,902-76.2% | $7,340-84.1% | $5,403-78.4% |