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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 | $39,539 | $81,870-51.7% | $119,622-66.9% | $68,486-42.3% |
| Participation rate | 51.4% | 71.9%-20.5pp | 79.3%-27.9pp | 67.9%-16.5pp |
| Annual return | -14.34% | -23.82%+9.5pp | -14.98%+0.6pp | -7.85%-6.5pp |
| Employer contribution / active EE | $654 | $2,692-75.7% | $4,232-84.6% | $2,597-74.8% |
| Participant deferral / active EE | $2,275 | $4,148-45.2% | $5,601-59.4% | $4,028-43.5% |
| Admin fee / account holder | $648 | $6,583-90.2% | $10,328-93.7% | $5,404-88.0% |