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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 | $42,821 | $64,176-33.3% | $112,249-61.9% | $66,938-36.0% |
| Participation rate | 34.6% | 68.4%-33.9pp | 75.1%-40.5pp | 69.8%-35.2pp |
| Annual return | -15.17% | -13.80%-1.4pp | 27.48%-42.7pp | 1.58%-16.8pp |
| Employer contribution / active EE | $265 | $3,007-91.2% | $3,636-92.7% | $2,545-89.6% |
| Participant deferral / active EE | $2,012 | $3,694-45.5% | $4,729-57.5% | $4,238-52.5% |
| Admin fee / account holder | $8,144 | $626+1201.3% | $6,412+27.0% | $594+1272.2% |