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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 | $88,653 | $81,870+8.3% | $119,622-25.9% | $68,486+29.4% |
| Participation rate | 69.2% | 71.9%-2.7pp | 79.3%-10.0pp | 67.9%+1.3pp |
| Annual return | -16.63% | -23.82%+7.2pp | -14.98%-1.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $487 | $2,692-81.9% | $4,232-88.5% | $2,597-81.2% |
| Participant deferral / active EE | $3,686 | $4,148-11.1% | $5,601-34.2% | $4,028-8.5% |
| Admin fee / account holder | $451 | $6,583-93.1% | $10,328-95.6% | $5,404-91.6% |