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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 | $50,463 | $81,870-38.4% | $119,634-57.8% | $68,490-26.3% |
| Participation rate | 52.5% | 71.9%-19.4pp | 79.3%-26.8pp | 67.9%-15.4pp |
| Annual return | -13.54% | -23.82%+10.3pp | -14.98%+1.4pp | -7.85%-5.7pp |
| Employer contribution / active EE | $330 | $2,692-87.7% | $4,232-92.2% | $2,597-87.3% |
| Participant deferral / active EE | $1,851 | $4,148-55.4% | $5,601-67.0% | $4,028-54.1% |
| Admin fee / account holder | $16,047 | $6,583+143.8% | $10,329+55.4% | $5,403+197.0% |