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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 | $32,518 | $53,162-38.8% | $91,227-64.4% | $68,490-52.5% |
| Participation rate | 40.9% | 63.2%-22.3pp | 73.2%-32.3pp | 67.9%-27.0pp |
| Annual return | -19.39% | -3.14%-16.2pp | 114.14%-133.5pp | -7.85%-11.5pp |
| Employer contribution / active EE | $310 | $1,709-81.9% | $2,851-89.1% | $2,597-88.1% |
| Participant deferral / active EE | $1,474 | $2,974-50.4% | $4,234-65.2% | $4,028-63.4% |
| Admin fee / account holder | $1,458 | $4,493-67.6% | $5,423-73.1% | $5,403-73.0% |