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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 | $53,857 | $71,878-25.1% | $86,698-37.9% | $68,486-21.4% |
| Participation rate | 52.1% | 72.2%-20.2pp | 76.6%-24.5pp | 67.9%-15.8pp |
| Annual return | -9.27% | 3.53%-12.8pp | 35.95%-45.2pp | -7.85%-1.4pp |
| Employer contribution / active EE | $583 | $2,173-73.2% | $2,837-79.5% | $2,597-77.6% |
| Participant deferral / active EE | $2,451 | $3,779-35.1% | $4,656-47.4% | $4,028-39.1% |
| Admin fee / account holder | $5,144 | $6,113-15.8% | $7,493-31.3% | $5,404-4.8% |