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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 | $36,934 | $71,873-48.6% | $86,698-57.4% | $68,490-46.1% |
| Participation rate | 46.4% | 72.2%-25.8pp | 76.6%-30.2pp | 67.9%-21.5pp |
| Annual return | -15.84% | 3.54%-19.4pp | 35.96%-51.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $409 | $2,173-81.2% | $2,837-85.6% | $2,597-84.2% |
| Participant deferral / active EE | $2,306 | $3,779-39.0% | $4,656-50.5% | $4,028-42.8% |
| Admin fee / account holder | $1,375 | $6,110-77.5% | $7,492-81.6% | $5,403-74.6% |