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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 | $64,370 | $64,716-0.5% | $112,258-42.7% | $68,495-6.0% |
| Participation rate | 45.2% | 67.2%-21.9pp | 75.1%-29.8pp | 67.9%-22.7pp |
| Annual return | -17.80% | -11.40%-6.4pp | 27.47%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $625 | $2,746-77.3% | $3,636-82.8% | $2,596-75.9% |
| Participant deferral / active EE | $2,192 | $3,565-38.5% | $4,728-53.6% | $4,028-45.6% |
| Admin fee / account holder | $7,147 | $5,232+36.6% | $6,411+11.5% | $5,403+32.3% |