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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 | $43,966 | $81,870-46.3% | $119,634-63.2% | $68,490-35.8% |
| Participation rate | 60.0% | 71.9%-11.9pp | 79.3%-19.3pp | 67.9%-7.9pp |
| Annual return | -13.42% | -23.82%+10.4pp | -14.98%+1.6pp | -7.85%-5.6pp |
| Employer contribution / active EE | $344 | $2,692-87.2% | $4,232-91.9% | $2,597-86.8% |
| Participant deferral / active EE | $3,822 | $4,148-7.9% | $5,601-31.8% | $4,028-5.1% |
| Admin fee / account holder | $2,211 | $6,583-66.4% | $10,329-78.6% | $5,403-59.1% |