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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 | $59,207 | $64,729-8.5% | $112,263-47.3% | $68,490-13.6% |
| Participation rate | 63.7% | 67.2%-3.4pp | 75.1%-11.3pp | 67.9%-4.1pp |
| Annual return | -15.51% | -11.40%-4.1pp | 27.49%-43.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,913 | $3,566+93.9% | $4,729+46.2% | $4,028+71.6% |
| Admin fee / account holder | $1,147 | $5,222-78.0% | $6,410-82.1% | $5,403-78.8% |