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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 | $53,817 | $64,716-16.8% | $112,258-52.1% | $68,495-21.4% |
| Participation rate | 39.0% | 67.2%-28.1pp | 75.1%-36.0pp | 67.9%-28.9pp |
| Annual return | -19.03% | -11.40%-7.6pp | 27.47%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $273 | $2,746-90.0% | $3,636-92.5% | $2,596-89.5% |
| Participant deferral / active EE | $1,975 | $3,565-44.6% | $4,728-58.2% | $4,028-51.0% |
| Admin fee / account holder | $1,246 | $5,232-76.2% | $6,411-80.6% | $5,403-76.9% |