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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 | $54,255 | $42,910+26.4% | $60,919-10.9% | $68,490-20.8% |
| Participation rate | 29.5% | 66.8%-37.2pp | 73.1%-43.6pp | 67.9%-38.4pp |
| Annual return | -14.09% | -13.99%-0.1pp | 16.96%-31.1pp | -7.85%-6.2pp |
| Employer contribution / active EE | $273 | $1,978-86.2% | $2,704-89.9% | $2,597-89.5% |
| Participant deferral / active EE | $1,009 | $2,866-64.8% | $3,814-73.5% | $4,028-74.9% |
| Admin fee / account holder | $8,474 | $3,104+172.9% | $3,228+162.5% | $5,403+56.8% |