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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 | $31,547 | $46,689-32.4% | $117,498-73.2% | $68,495-53.9% |
| Participation rate | 35.4% | 56.8%-21.4pp | 70.6%-35.2pp | 67.9%-32.5pp |
| Annual return | -10.30% | -14.52%+4.2pp | 29.75%-40.1pp | -7.84%-2.5pp |
| Employer contribution / active EE | $192 | $1,505-87.2% | $4,178-95.4% | $2,596-92.6% |
| Participant deferral / active EE | $1,544 | $2,637-41.4% | $4,071-62.1% | $4,028-61.7% |
| Admin fee / account holder | $2,482 | $4,021-38.3% | $5,646-56.0% | $5,403-54.1% |