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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 | $33,208 | $50,947-34.8% | $74,551-55.5% | $64,173-48.3% |
| Participation rate | 59.3% | 61.1%-1.7pp | 69.1%-9.8pp | 69.6%-10.2pp |
| Annual return | -4.68% | -1.85%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $161 | $1,115-85.5% | $1,961-91.8% | $2,381-93.2% |
| Participant deferral / active EE | $1,082 | $2,302-53.0% | $3,108-65.2% | $3,470-68.8% |
| Admin fee / account holder | $1,654 | $4,221-60.8% | $5,059-67.3% | $4,887-66.2% |