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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 | $46,437 | $81,870-43.3% | $119,622-61.2% | $68,486-32.2% |
| Participation rate | 63.9% | 71.9%-8.0pp | 79.3%-15.3pp | 67.9%-4.0pp |
| Annual return | -6.34% | -23.82%+17.5pp | -14.98%+8.6pp | -7.85%+1.5pp |
| Employer contribution / active EE | $205 | $2,692-92.4% | $4,232-95.1% | $2,597-92.1% |
| Participant deferral / active EE | $1,887 | $4,148-54.5% | $5,601-66.3% | $4,028-53.1% |
| Admin fee / account holder | $3,063 | $6,583-53.5% | $10,328-70.3% | $5,404-43.3% |