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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 | $42,331 | $64,729-34.6% | $112,263-62.3% | $68,490-38.2% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -16.06% | -11.40%-4.7pp | 27.49%-43.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $374 | $2,746-86.4% | $3,636-89.7% | $2,597-85.6% |
| Participant deferral / active EE | $2,023 | $3,566-43.3% | $4,729-57.2% | $4,028-49.8% |
| Admin fee / account holder | $6,670 | $5,222+27.7% | $6,410+4.1% | $5,403+23.5% |