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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 | $70,542 | $81,870-13.8% | $119,634-41.0% | $68,490+3.0% |
| Participation rate | 58.1% | 71.9%-13.8pp | 79.3%-21.2pp | 67.9%-9.8pp |
| Annual return | -18.49% | -23.82%+5.3pp | -14.98%-3.5pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,732 | $4,148-34.1% | $5,601-51.2% | $4,028-32.2% |
| Admin fee / account holder | $810 | $6,583-87.7% | $10,329-92.2% | $5,403-85.0% |