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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 | $32,317 | $67,411-52.1% | $91,004-64.5% | $70,124-53.9% |
| Participation rate | 69.2% | 71.4%-2.1pp | 75.6%-6.4pp | 69.5%-0.3pp |
| Annual return | 15.67% | -40.16%+55.8pp | 4.60%+11.1pp | 73.14%-57.5pp |
| Employer contribution / active EE | $229 | $1,786-87.2% | $2,456-90.7% | $2,342-90.2% |
| Participant deferral / active EE | $2,233 | $2,823-20.9% | $3,548-37.1% | $3,332-33.0% |
| Admin fee / account holder | $1,115 | $4,236-73.7% | $5,417-79.4% | $4,645-76.0% |