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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 | $38,974 | $45,602-14.5% | $117,529-66.8% | $66,949-41.8% |
| Participation rate | 46.6% | 57.6%-11.0pp | 70.6%-24.0pp | 69.8%-23.2pp |
| Annual return | -12.63% | -16.74%+4.1pp | 29.77%-42.4pp | 1.57%-14.2pp |
| Employer contribution / active EE | $249 | $1,579-84.3% | $4,179-94.1% | $2,545-90.2% |
| Participant deferral / active EE | $1,974 | $2,845-30.6% | $4,072-51.5% | $4,239-53.4% |
| Admin fee / account holder | $7,632 | $661+1055.3% | $5,645+35.2% | $594+1185.8% |