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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 | $83,721 | $81,870+2.3% | $119,634-30.0% | $68,490+22.2% |
| Participation rate | 47.5% | 71.9%-24.4pp | 79.3%-31.8pp | 67.9%-20.4pp |
| Annual return | -17.53% | -23.82%+6.3pp | -14.98%-2.6pp | -7.85%-9.7pp |
| Employer contribution / active EE | $556 | $2,692-79.4% | $4,232-86.9% | $2,597-78.6% |
| Participant deferral / active EE | $3,855 | $4,148-7.1% | $5,601-31.2% | $4,028-4.3% |
| Admin fee / account holder | $2,293 | $6,583-65.2% | $10,329-77.8% | $5,403-57.6% |