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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 | $65,307 | $59,834+9.1% | $79,576-17.9% | $68,495-4.7% |
| Participation rate | 28.1% | 61.1%-32.9pp | 69.5%-41.4pp | 67.9%-39.8pp |
| Annual return | -15.07% | -12.30%-2.8pp | 0.15%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $167 | $1,505-88.9% | $2,413-93.1% | $2,596-93.6% |
| Participant deferral / active EE | $2,516 | $3,024-16.8% | $3,985-36.9% | $4,028-37.5% |
| Admin fee / account holder | $28,031 | $4,835+479.7% | $6,834+310.2% | $5,403+418.8% |