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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 | $60,287 | $82,674-27.1% | $125,381-51.9% | $68,486-12.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -18.08% | -5.97%-12.1pp | 572.31%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $671 | $3,382-80.1% | $4,815-86.1% | $2,597-74.1% |
| Participant deferral / active EE | $6,585 | $6,111+7.8% | $7,448-11.6% | $4,028+63.5% |
| Admin fee / account holder | $6,216 | $6,277-1.0% | $10,007-37.9% | $5,404+15.0% |