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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 | $71,225 | $64,716+10.1% | $112,258-36.6% | $68,495+4.0% |
| Participation rate | 23.2% | 67.2%-43.9pp | 75.1%-51.8pp | 67.9%-44.7pp |
| Annual return | -18.44% | -11.40%-7.0pp | 27.47%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,036 | $3,565-42.9% | $4,728-56.9% | $4,028-49.5% |
| Admin fee / account holder | $1,923 | $5,232-63.2% | $6,411-70.0% | $5,403-64.4% |