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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 | $76,258 | $81,870-6.9% | $119,634-36.3% | $68,490+11.3% |
| Participation rate | 38.5% | 71.9%-33.4pp | 79.3%-40.8pp | 67.9%-29.4pp |
| Annual return | -15.26% | -23.82%+8.6pp | -14.98%-0.3pp | -7.85%-7.4pp |
| Employer contribution / active EE | $607 | $2,692-77.4% | $4,232-85.7% | $2,597-76.6% |
| Participant deferral / active EE | $3,025 | $4,148-27.1% | $5,601-46.0% | $4,028-24.9% |
| Admin fee / account holder | $1,346 | $6,583-79.5% | $10,329-87.0% | $5,403-75.1% |