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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 | $32,095 | $67,411-52.4% | $91,004-64.7% | $70,126-54.2% |
| Participation rate | 69.2% | 71.4%-2.1pp | 75.6%-6.4pp | 69.5%-0.3pp |
| Annual return | 53.45% | -40.16%+93.6pp | 4.60%+48.9pp | 73.15%-19.7pp |
| Employer contribution / active EE | $230 | $1,786-87.1% | $2,456-90.6% | $2,343-90.2% |
| Participant deferral / active EE | $1,239 | $2,823-56.1% | $3,548-65.1% | $3,332-62.8% |
| Admin fee / account holder | $1,520 | $4,236-64.1% | $5,417-71.9% | $4,645-67.3% |