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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 | $37,750 | $53,162-29.0% | $91,225-58.6% | $68,486-44.9% |
| Participation rate | 32.7% | 63.2%-30.5pp | 73.2%-40.5pp | 67.9%-35.2pp |
| Annual return | -17.39% | -3.14%-14.3pp | 114.12%-131.5pp | -7.85%-9.5pp |
| Employer contribution / active EE | $193 | $1,709-88.7% | $2,851-93.2% | $2,597-92.6% |
| Participant deferral / active EE | $1,283 | $2,974-56.8% | $4,233-69.7% | $4,028-68.1% |
| Admin fee / account holder | $875 | $4,493-80.5% | $5,422-83.9% | $5,404-83.8% |