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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 | $51,521 | $71,891-28.3% | $86,690-40.6% | $68,498-24.8% |
| Participation rate | 14.3% | 72.2%-58.0pp | 76.6%-62.3pp | 67.9%-53.6pp |
| Annual return | -16.09% | 3.53%-19.6pp | 35.93%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $412 | $2,173-81.0% | $2,837-85.5% | $2,596-84.1% |
| Participant deferral / active EE | $2,137 | $3,779-43.4% | $4,656-54.1% | $4,027-46.9% |
| Admin fee / account holder | $3,283 | $6,112-46.3% | $7,490-56.2% | $5,403-39.2% |