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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 | $68,151 | $56,339+21.0% | $104,301-34.7% | $68,486-0.5% |
| Participation rate | 22.8% | 63.3%-40.5pp | 73.3%-50.5pp | 67.9%-45.1pp |
| Annual return | -16.52% | -9.19%-7.3pp | 24.61%-41.1pp | -7.85%-8.7pp |
| Employer contribution / active EE | $447 | $1,960-77.2% | $3,373-86.7% | $2,597-82.8% |
| Participant deferral / active EE | $1,207 | $3,077-60.8% | $4,626-73.9% | $4,028-70.0% |
| Admin fee / account holder | $3,032 | $4,902-38.1% | $7,340-58.7% | $5,404-43.9% |