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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 | $60,781 | $64,719-6.1% | $112,249-45.9% | $68,486-11.2% |
| Participation rate | 65.2% | 67.2%-2.0pp | 75.1%-9.9pp | 67.9%-2.7pp |
| Annual return | -17.43% | -11.40%-6.0pp | 27.48%-44.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $454 | $2,747-83.5% | $3,636-87.5% | $2,597-82.5% |
| Participant deferral / active EE | $4,237 | $3,565+18.8% | $4,729-10.4% | $4,028+5.2% |
| Admin fee / account holder | $14,342 | $5,232+174.1% | $6,412+123.7% | $5,404+165.4% |