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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 | $48,952 | $81,870-40.2% | $119,608-59.1% | $68,495-28.5% |
| Participation rate | 63.6% | 71.9%-8.3pp | 79.3%-15.6pp | 67.9%-4.3pp |
| Annual return | -15.72% | -23.82%+8.1pp | -14.98%-0.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $369 | $2,692-86.3% | $4,232-91.3% | $2,596-85.8% |
| Participant deferral / active EE | $2,272 | $4,148-45.2% | $5,601-59.4% | $4,028-43.6% |
| Admin fee / account holder | $559 | $6,583-91.5% | $10,326-94.6% | $5,403-89.7% |