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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 | $63,050 | $64,719-2.6% | $112,249-43.8% | $68,486-7.9% |
| Participation rate | 38.1% | 67.2%-29.1pp | 75.1%-37.0pp | 67.9%-29.8pp |
| Annual return | -16.31% | -11.40%-4.9pp | 27.48%-43.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $171 | $2,747-93.8% | $3,636-95.3% | $2,597-93.4% |
| Participant deferral / active EE | $2,123 | $3,565-40.4% | $4,729-55.1% | $4,028-47.3% |
| Admin fee / account holder | $10,398 | $5,232+98.7% | $6,412+62.2% | $5,404+92.4% |