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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 | $53,508 | $110,083-51.4% | $151,628-64.7% | $68,495-21.9% |
| Participation rate | 62.2% | 84.0%-21.8pp | 87.5%-25.3pp | 67.9%-5.7pp |
| Annual return | -15.09% | -10.12%-5.0pp | 3.34%-18.4pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,298 | $4,470-71.0% | $6,165-78.9% | $2,596-50.0% |
| Participant deferral / active EE | $3,436 | $6,526-47.4% | $8,363-58.9% | $4,028-14.7% |
| Admin fee / account holder | $375 | $7,718-95.1% | $11,613-96.8% | $5,403-93.1% |