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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 | $70,618 | $81,870-13.7% | $119,634-41.0% | $68,490+3.1% |
| Participation rate | 65.6% | 71.9%-6.3pp | 79.3%-13.7pp | 67.9%-2.3pp |
| Annual return | -15.41% | -23.82%+8.4pp | -14.98%-0.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $454 | $2,692-83.1% | $4,232-89.3% | $2,597-82.5% |
| Participant deferral / active EE | $3,875 | $4,148-6.6% | $5,601-30.8% | $4,028-3.8% |
| Admin fee / account holder | $2,640 | $6,583-59.9% | $10,329-74.4% | $5,403-51.1% |