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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 | $33,048 | $42,909-23.0% | $60,906-45.7% | $68,486-51.7% |
| Participation rate | 52.0% | 66.8%-14.8pp | 73.1%-21.1pp | 67.9%-15.9pp |
| Annual return | -11.45% | -13.99%+2.5pp | 16.94%-28.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $280 | $1,979-85.8% | $2,703-89.6% | $2,597-89.2% |
| Participant deferral / active EE | $2,725 | $2,866-4.9% | $3,814-28.5% | $4,028-32.3% |
| Admin fee / account holder | $3,138 | $3,104+1.1% | $3,227-2.8% | $5,404-41.9% |