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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 | $31,222 | $64,716-51.8% | $112,258-72.2% | $68,495-54.4% |
| Participation rate | 64.0% | 67.2%-3.2pp | 75.1%-11.1pp | 67.9%-3.9pp |
| Annual return | -17.94% | -11.40%-6.5pp | 27.47%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $653 | $2,746-76.2% | $3,636-82.0% | $2,596-74.9% |
| Participant deferral / active EE | $2,527 | $3,565-29.1% | $4,728-46.6% | $4,028-37.2% |
| Admin fee / account holder | $1,007 | $5,232-80.8% | $6,411-84.3% | $5,403-81.4% |