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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 | $51,625 | $110,083-53.1% | $151,639-66.0% | $68,486-24.6% |
| Participation rate | 43.3% | 84.0%-40.6pp | 87.5%-44.2pp | 67.9%-24.6pp |
| Annual return | -16.49% | -10.12%-6.4pp | 3.34%-19.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,221 | $4,470-72.7% | $6,165-80.2% | $2,597-53.0% |
| Participant deferral / active EE | $4,242 | $6,526-35.0% | $8,363-49.3% | $4,028+5.3% |
| Admin fee / account holder | $1,604 | $7,718-79.2% | $11,613-86.2% | $5,404-70.3% |