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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 | $86,529 | $81,870+5.7% | $119,622-27.7% | $68,486+26.3% |
| Participation rate | 59.0% | 71.9%-12.9pp | 79.3%-20.2pp | 67.9%-8.9pp |
| Annual return | -17.35% | -23.82%+6.5pp | -14.98%-2.4pp | -7.85%-9.5pp |
| Employer contribution / active EE | $192 | $2,692-92.9% | $4,232-95.5% | $2,597-92.6% |
| Participant deferral / active EE | $3,658 | $4,148-11.8% | $5,601-34.7% | $4,028-9.2% |
| Admin fee / account holder | $2,981 | $6,583-54.7% | $10,328-71.1% | $5,404-44.8% |