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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 | $30,672 | $46,697-34.3% | $117,533-73.9% | $68,486-55.2% |
| Participation rate | 28.9% | 56.8%-27.9pp | 70.6%-41.7pp | 67.9%-39.0pp |
| Annual return | -15.50% | -14.52%-1.0pp | 29.77%-45.3pp | -7.85%-7.6pp |
| Employer contribution / active EE | $74 | $1,506-95.1% | $4,179-98.2% | $2,597-97.1% |
| Participant deferral / active EE | $1,266 | $2,637-52.0% | $4,072-68.9% | $4,028-68.6% |
| Admin fee / account holder | $1,088 | $4,023-73.0% | $5,647-80.7% | $5,404-79.9% |