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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 | $36,701 | $64,716-43.3% | $112,258-67.3% | $68,495-46.4% |
| Participation rate | 26.8% | 67.2%-40.4pp | 75.1%-48.3pp | 67.9%-41.1pp |
| Annual return | -15.05% | -11.40%-3.6pp | 27.47%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $557 | $2,746-79.7% | $3,636-84.7% | $2,596-78.6% |
| Participant deferral / active EE | $1,726 | $3,565-51.6% | $4,728-63.5% | $4,028-57.1% |
| Admin fee / account holder | $5,609 | $5,232+7.2% | $6,411-12.5% | $5,403+3.8% |