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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 | $34,764 | $73,848-52.9% | $143,799-75.8% | $68,486-49.2% |
| Participation rate | 47.7% | 66.7%-18.9pp | 80.3%-32.6pp | 67.9%-20.2pp |
| Annual return | -14.00% | 0.91%-14.9pp | -0.04%-14.0pp | -7.85%-6.1pp |
| Employer contribution / active EE | $357 | $3,184-88.8% | $4,952-92.8% | $2,597-86.3% |
| Participant deferral / active EE | $1,576 | $3,385-53.4% | $5,638-72.1% | $4,028-60.9% |
| Admin fee / account holder | $9,035 | $5,755+57.0% | $14,677-38.4% | $5,404+67.2% |