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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 | $28,954 | $52,836-45.2% | $105,736-72.6% | $64,173-54.9% |
| Participation rate | 50.7% | 66.5%-15.9pp | 76.3%-25.6pp | 69.6%-18.9pp |
| Annual return | -3.84% | 14.30%-18.1pp | 6.27%-10.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $363 | $1,827-80.1% | $3,268-88.9% | $2,381-84.8% |
| Participant deferral / active EE | $1,452 | $2,545-43.0% | $4,080-64.4% | $3,470-58.2% |
| Admin fee / account holder | $2,136 | $3,959-46.0% | $6,913-69.1% | $4,887-56.3% |