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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 | $63,267 | $64,729-2.3% | $112,263-43.6% | $68,490-7.6% |
| Participation rate | 56.3% | 67.2%-10.9pp | 75.1%-18.8pp | 67.9%-11.6pp |
| Annual return | -19.15% | -11.40%-7.8pp | 27.49%-46.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $129 | $2,746-95.3% | $3,636-96.5% | $2,597-95.0% |
| Participant deferral / active EE | $2,836 | $3,566-20.5% | $4,729-40.0% | $4,028-29.6% |
| Admin fee / account holder | $17,762 | $5,222+240.2% | $6,410+177.1% | $5,403+228.8% |