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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 | $50,277 | $62,583-19.7% | $76,767-34.5% | $64,173-21.7% |
| Participation rate | 38.5% | 72.8%-34.4pp | 77.0%-38.5pp | 69.6%-31.1pp |
| Annual return | -3.55% | -1.95%-1.6pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $258 | $1,832-85.9% | $2,485-89.6% | $2,381-89.2% |
| Participant deferral / active EE | $1,858 | $3,145-40.9% | $3,852-51.8% | $3,470-46.4% |
| Admin fee / account holder | $14,086 | $4,667+201.8% | $6,675+111.0% | $4,887+188.2% |