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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 | $70,357 | $59,819+17.6% | $79,583-11.6% | $68,490+2.7% |
| Participation rate | 34.7% | 61.1%-26.4pp | 69.5%-34.8pp | 67.9%-33.2pp |
| Annual return | -17.40% | -12.30%-5.1pp | 0.16%-17.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $159 | $1,505-89.5% | $2,414-93.4% | $2,597-93.9% |
| Participant deferral / active EE | $1,354 | $3,025-55.2% | $3,986-66.0% | $4,028-66.4% |
| Admin fee / account holder | $3,699 | $4,835-23.5% | $6,835-45.9% | $5,403-31.5% |