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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 | $36,756 | $57,352-35.9% | $83,830-56.2% | $64,173-42.7% |
| Participation rate | 55.2% | 68.6%-13.4pp | 76.1%-21.0pp | 69.6%-14.4pp |
| Annual return | -4.09% | 11.38%-15.5pp | 850.97%-855.1pp | 7.63%-11.7pp |
| Employer contribution / active EE | $174 | $2,546-93.1% | $3,631-95.2% | $2,381-92.7% |
| Participant deferral / active EE | $2,349 | $2,993-21.5% | $4,082-42.4% | $3,470-32.3% |
| Admin fee / account holder | $3,980 | $4,046-1.6% | $5,479-27.4% | $4,887-18.6% |