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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 | $32,597 | $72,404-55.0% | $110,243-70.4% | $64,173-49.2% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.6%-7.1pp |
| Annual return | -6.56% | -6.29%-0.3pp | 314.76%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $426 | $2,282-81.3% | $3,827-88.9% | $2,381-82.1% |
| Participant deferral / active EE | $2,209 | $3,469-36.3% | $4,672-52.7% | $3,470-36.3% |
| Admin fee / account holder | $2,713 | $5,664-52.1% | $8,548-68.3% | $4,887-44.5% |