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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 | $69,209 | $59,819+15.7% | $79,583-13.0% | $68,490+1.1% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -17.22% | -12.30%-4.9pp | 0.16%-17.4pp | -7.85%-9.4pp |
| Employer contribution / active EE | $108 | $1,505-92.8% | $2,414-95.5% | $2,597-95.8% |
| Participant deferral / active EE | $2,802 | $3,025-7.4% | $3,986-29.7% | $4,028-30.4% |
| Admin fee / account holder | $815 | $4,835-83.2% | $6,835-88.1% | $5,403-84.9% |