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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 | $72,719 | $81,870-11.2% | $119,608-39.2% | $68,495+6.2% |
| Participation rate | 40.6% | 71.9%-31.3pp | 79.3%-38.6pp | 67.9%-27.3pp |
| Annual return | -17.36% | -23.82%+6.5pp | -14.98%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $599 | $2,692-77.7% | $4,232-85.8% | $2,596-76.9% |
| Participant deferral / active EE | $2,221 | $4,148-46.5% | $5,601-60.3% | $4,028-44.9% |
| Admin fee / account holder | $313 | $6,583-95.2% | $10,326-97.0% | $5,403-94.2% |