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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 | $39,572 | $72,388-45.3% | $111,392-64.5% | $64,173-38.3% |
| Participation rate | 66.7% | 70.5%-3.8pp | 78.9%-12.2pp | 69.6%-2.9pp |
| Annual return | -3.97% | -1.50%-2.5pp | -2.06%-1.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $468 | $3,000-84.4% | $4,328-89.2% | $2,381-80.3% |
| Participant deferral / active EE | $2,470 | $4,241-41.8% | $5,567-55.6% | $3,470-28.8% |
| Admin fee / account holder | $2,119 | $5,719-63.0% | $12,266-82.7% | $4,887-56.6% |