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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 | $58,831 | $59,819-1.7% | $79,583-26.1% | $68,490-14.1% |
| Participation rate | 34.0% | 61.1%-27.1pp | 69.5%-35.5pp | 67.9%-33.9pp |
| Annual return | -17.68% | -12.30%-5.4pp | 0.16%-17.8pp | -7.85%-9.8pp |
| Employer contribution / active EE | $315 | $1,505-79.1% | $2,414-86.9% | $2,597-87.9% |
| Participant deferral / active EE | $1,325 | $3,025-56.2% | $3,986-66.8% | $4,028-67.1% |
| Admin fee / account holder | $1,796 | $4,835-62.9% | $6,835-73.7% | $5,403-66.8% |