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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 | $58,865 | $56,484+4.2% | $169,452-65.3% | $64,181-8.3% |
| Participation rate | 42.2% | 64.5%-22.3pp | 77.8%-35.6pp | 69.6%-27.3pp |
| Annual return | -4.57% | -1.55%-3.0pp | 1.83%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $23 | $1,832-98.7% | $4,157-99.4% | $2,381-99.0% |
| Participant deferral / active EE | $1,580 | $3,448-54.2% | $5,277-70.1% | $3,470-54.5% |
| Admin fee / account holder | $20,162 | $4,174+383.0% | $9,110+121.3% | $4,887+312.6% |