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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 | $34,968 | $73,863-52.7% | $143,797-75.7% | $68,490-48.9% |
| Participation rate | 38.2% | 66.7%-28.5pp | 80.3%-42.2pp | 67.9%-29.7pp |
| Annual return | -16.58% | 0.91%-17.5pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $166 | $3,185-94.8% | $4,952-96.6% | $2,597-93.6% |
| Participant deferral / active EE | $1,545 | $3,385-54.4% | $5,638-72.6% | $4,028-61.7% |
| Admin fee / account holder | $5,889 | $5,756+2.3% | $14,679-59.9% | $5,403+9.0% |