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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 | $73,803 | $73,009+1.1% | $90,756-18.7% | $68,495+7.7% |
| Participation rate | 58.8% | 70.8%-12.0pp | 75.7%-16.9pp | 67.9%-9.1pp |
| Annual return | -13.72% | -13.81%+0.1pp | -12.16%-1.6pp | -7.84%-5.9pp |
| Employer contribution / active EE | $396 | $2,193-82.0% | $2,922-86.5% | $2,596-84.8% |
| Participant deferral / active EE | $2,348 | $3,626-35.3% | $4,565-48.6% | $4,028-41.7% |
| Admin fee / account holder | $509 | $5,896-91.4% | $8,445-94.0% | $5,403-90.6% |