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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 | $33,554 | $71,872-53.3% | $86,691-61.3% | $68,495-51.0% |
| Participation rate | 43.8% | 72.2%-28.5pp | 76.6%-32.8pp | 67.9%-24.1pp |
| Annual return | -15.86% | 3.53%-19.4pp | 35.94%-51.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $529 | $2,173-75.7% | $2,837-81.4% | $2,596-79.6% |
| Participant deferral / active EE | $2,405 | $3,779-36.4% | $4,656-48.4% | $4,028-40.3% |
| Admin fee / account holder | $2,296 | $6,112-62.4% | $7,492-69.4% | $5,403-57.5% |