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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 | $32,151 | $64,716-50.3% | $112,258-71.4% | $68,495-53.1% |
| Participation rate | 46.5% | 67.2%-20.6pp | 75.1%-28.5pp | 67.9%-21.4pp |
| Annual return | -16.95% | -11.40%-5.6pp | 27.47%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $418 | $2,746-84.8% | $3,636-88.5% | $2,596-83.9% |
| Participant deferral / active EE | $1,862 | $3,565-47.8% | $4,728-60.6% | $4,028-53.8% |
| Admin fee / account holder | $743 | $5,232-85.8% | $6,411-88.4% | $5,403-86.3% |