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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 | $45,163 | $64,729-30.2% | $112,263-59.8% | $68,490-34.1% |
| Participation rate | 41.5% | 67.2%-25.7pp | 75.1%-33.6pp | 67.9%-26.4pp |
| Annual return | -13.49% | -11.40%-2.1pp | 27.49%-41.0pp | -7.85%-5.6pp |
| Employer contribution / active EE | $576 | $2,746-79.0% | $3,636-84.2% | $2,597-77.8% |
| Participant deferral / active EE | $2,134 | $3,566-40.2% | $4,729-54.9% | $4,028-47.0% |
| Admin fee / account holder | $15,055 | $5,222+188.3% | $6,410+134.9% | $5,403+178.6% |