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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 | $51,293 | $53,162-3.5% | $91,225-43.8% | $68,495-25.1% |
| Participation rate | 69.7% | 63.2%+6.5pp | 73.2%-3.5pp | 67.9%+1.8pp |
| Annual return | -14.19% | -3.14%-11.0pp | 114.10%-128.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $66 | $1,709-96.1% | $2,851-97.7% | $2,596-97.4% |
| Participant deferral / active EE | $4,563 | $2,974+53.4% | $4,234+7.8% | $4,028+13.3% |
| Admin fee / account holder | $21,683 | $4,493+382.5% | $5,422+299.9% | $5,403+301.3% |