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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 | $86,381 | $81,870+5.5% | $119,622-27.8% | $68,486+26.1% |
| Participation rate | 68.2% | 71.9%-3.7pp | 79.3%-11.1pp | 67.9%+0.3pp |
| Annual return | -16.05% | -23.82%+7.8pp | -14.98%-1.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $194 | $2,692-92.8% | $4,232-95.4% | $2,597-92.5% |
| Participant deferral / active EE | $3,191 | $4,148-23.1% | $5,601-43.0% | $4,028-20.8% |
| Admin fee / account holder | $3,971 | $6,583-39.7% | $10,328-61.6% | $5,404-26.5% |