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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 | $52,148 | $64,719-19.4% | $112,249-53.5% | $68,486-23.9% |
| Participation rate | 67.9% | 67.2%+0.7pp | 75.1%-7.2pp | 67.9%0pp |
| Annual return | -18.22% | -11.40%-6.8pp | 27.48%-45.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $550 | $2,747-80.0% | $3,636-84.9% | $2,597-78.8% |
| Participant deferral / active EE | $5,858 | $3,565+64.3% | $4,729+23.9% | $4,028+45.5% |
| Admin fee / account holder | $19,511 | $5,232+272.9% | $6,412+204.3% | $5,404+261.1% |