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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 | $45,845 | $75,935-39.6% | $60,547-24.3% | $125,388-63.4% |
| Participation rate | 26.3% | 76.5%-50.2pp | 68.0%-41.6pp | 83.2%-56.9pp |
| Annual return | -0.84% | -5.38%+4.5pp | 335.64%-336.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $373 | $3,438-89.1% | $2,419-84.6% | $4,866-92.3% |
| Participant deferral / active EE | $1,654 | $4,506-63.3% | $3,328-50.3% | $5,352-69.1% |
| Admin fee / account holder | $6,273 | $6,768-7.3% | $4,536+38.3% | $9,541-34.3% |