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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 | $52,123 | $64,719-19.5% | $112,249-53.6% | $68,486-23.9% |
| Participation rate | 38.7% | 67.2%-28.4pp | 75.1%-36.4pp | 67.9%-29.2pp |
| Annual return | -11.82% | -11.40%-0.4pp | 27.48%-39.3pp | -7.85%-4.0pp |
| Employer contribution / active EE | $224 | $2,747-91.8% | $3,636-93.8% | $2,597-91.4% |
| Participant deferral / active EE | $1,585 | $3,565-55.5% | $4,729-66.5% | $4,028-60.6% |
| Admin fee / account holder | $1,044 | $5,232-80.0% | $6,412-83.7% | $5,404-80.7% |