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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 | $50,619 | $59,819-15.4% | $79,583-36.4% | $68,490-26.1% |
| Participation rate | 25.5% | 61.1%-35.6pp | 69.5%-44.0pp | 67.9%-42.4pp |
| Annual return | -13.39% | -12.30%-1.1pp | 0.16%-13.6pp | -7.85%-5.5pp |
| Employer contribution / active EE | $212 | $1,505-85.9% | $2,414-91.2% | $2,597-91.8% |
| Participant deferral / active EE | $1,412 | $3,025-53.3% | $3,986-64.6% | $4,028-65.0% |
| Admin fee / account holder | $19,047 | $4,835+293.9% | $6,835+178.7% | $5,403+252.5% |