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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 | $46,549 | $53,162-12.4% | $91,225-49.0% | $68,486-32.0% |
| Participation rate | 41.0% | 63.2%-22.2pp | 73.2%-32.2pp | 67.9%-26.9pp |
| Annual return | -16.81% | -3.14%-13.7pp | 114.12%-130.9pp | -7.85%-9.0pp |
| Employer contribution / active EE | $337 | $1,709-80.3% | $2,851-88.2% | $2,597-87.0% |
| Participant deferral / active EE | $1,685 | $2,974-43.3% | $4,233-60.2% | $4,028-58.2% |
| Admin fee / account holder | $2,514 | $4,493-44.1% | $5,422-53.6% | $5,404-53.5% |