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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 | $42,100 | $56,484-25.5% | $169,452-75.2% | $64,173-34.4% |
| Participation rate | 56.9% | 64.5%-7.7pp | 77.8%-20.9pp | 69.6%-12.7pp |
| Annual return | -5.28% | -1.55%-3.7pp | 1.83%-7.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $263 | $1,832-85.7% | $4,157-93.7% | $2,381-89.0% |
| Participant deferral / active EE | $1,424 | $3,448-58.7% | $5,277-73.0% | $3,470-59.0% |
| Admin fee / account holder | $1,052 | $4,174-74.8% | $9,110-88.5% | $4,887-78.5% |