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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 | $58,408 | $64,716-9.7% | $112,258-48.0% | $68,495-14.7% |
| Participation rate | 13.1% | 67.2%-54.0pp | 75.1%-61.9pp | 67.9%-54.8pp |
| Annual return | -19.30% | -11.40%-7.9pp | 27.47%-46.8pp | -7.84%-11.5pp |
| Employer contribution / active EE | $643 | $2,746-76.6% | $3,636-82.3% | $2,596-75.2% |
| Participant deferral / active EE | $1,780 | $3,565-50.1% | $4,728-62.3% | $4,028-55.8% |
| Admin fee / account holder | $1,537 | $5,232-70.6% | $6,411-76.0% | $5,403-71.6% |