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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 | $74,061 | $64,719+14.4% | $112,249-34.0% | $68,486+8.1% |
| Participation rate | 56.5% | 67.2%-10.6pp | 75.1%-18.5pp | 67.9%-11.4pp |
| Annual return | -12.53% | -11.40%-1.1pp | 27.48%-40.0pp | -7.85%-4.7pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,599 | $3,565-55.1% | $4,729-66.2% | $4,028-60.3% |
| Admin fee / account holder | $20,119 | $5,232+284.5% | $6,412+213.8% | $5,404+272.3% |