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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 | $44,668 | $42,383+5.4% | $76,518-41.6% | $64,173-30.4% |
| Participation rate | 32.9% | 58.1%-25.2pp | 68.0%-35.1pp | 69.6%-36.7pp |
| Annual return | -6.39% | -16.54%+10.1pp | -0.27%-6.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $174 | $1,563-88.9% | $2,647-93.4% | $2,381-92.7% |
| Participant deferral / active EE | $1,835 | $2,566-28.5% | $3,836-52.1% | $3,470-47.1% |
| Admin fee / account holder | $18,846 | $3,198+489.3% | $4,849+288.7% | $4,887+285.6% |