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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 | $58,754 | $54,162+8.5% | $68,612-14.4% | $64,173-8.4% |
| Participation rate | 33.3% | 68.1%-34.7pp | 72.2%-38.9pp | 69.6%-36.2pp |
| Annual return | -7.61% | -1.62%-6.0pp | -4.63%-3.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $155 | $1,846-91.6% | $2,625-94.1% | $2,381-93.5% |
| Participant deferral / active EE | $1,420 | $2,626-45.9% | $3,311-57.1% | $3,470-59.1% |
| Admin fee / account holder | $2,979 | $4,029-26.1% | $5,131-41.9% | $4,887-39.0% |