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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 | $74,407 | $81,870-9.1% | $119,622-37.8% | $68,486+8.6% |
| Participation rate | 64.0% | 71.9%-7.9pp | 79.3%-15.3pp | 67.9%-3.9pp |
| Annual return | -15.14% | -23.82%+8.7pp | -14.98%-0.2pp | -7.85%-7.3pp |
| Employer contribution / active EE | $658 | $2,692-75.6% | $4,232-84.5% | $2,597-74.7% |
| Participant deferral / active EE | $3,712 | $4,148-10.5% | $5,601-33.7% | $4,028-7.8% |
| Admin fee / account holder | $4,295 | $6,583-34.8% | $10,328-58.4% | $5,404-20.5% |