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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 | $49,553 | $64,716-23.4% | $112,258-55.9% | $68,495-27.7% |
| Participation rate | 44.4% | 67.2%-22.7pp | 75.1%-30.6pp | 67.9%-23.4pp |
| Annual return | -13.24% | -11.40%-1.8pp | 27.47%-40.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $391 | $2,746-85.8% | $3,636-89.2% | $2,596-84.9% |
| Participant deferral / active EE | $1,890 | $3,565-47.0% | $4,728-60.0% | $4,028-53.1% |
| Admin fee / account holder | $13,848 | $5,232+164.7% | $6,411+116.0% | $5,403+156.3% |