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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 | $25,323 | $46,697-45.8% | $117,533-78.5% | $68,486-63.0% |
| Participation rate | 65.4% | 56.8%+8.7pp | 70.6%-5.2pp | 67.9%-2.5pp |
| Annual return | -15.91% | -14.52%-1.4pp | 29.77%-45.7pp | -7.85%-8.1pp |
| Employer contribution / active EE | $210 | $1,506-86.1% | $4,179-95.0% | $2,597-91.9% |
| Participant deferral / active EE | $2,005 | $2,637-24.0% | $4,072-50.8% | $4,028-50.2% |
| Admin fee / account holder | $12,686 | $4,023+215.4% | $5,647+124.7% | $5,404+134.8% |