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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 | $72,010 | $64,719+11.3% | $112,249-35.8% | $68,486+5.1% |
| Participation rate | 48.1% | 67.2%-19.0pp | 75.1%-26.9pp | 67.9%-19.7pp |
| Annual return | -18.05% | -11.40%-6.6pp | 27.48%-45.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,019 | $3,565-43.4% | $4,729-57.3% | $4,028-49.9% |
| Admin fee / account holder | $19,077 | $5,232+264.6% | $6,412+197.5% | $5,404+253.0% |