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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 | $61,196 | $81,870-25.3% | $119,622-48.8% | $68,486-10.6% |
| Participation rate | 45.5% | 71.9%-26.4pp | 79.3%-33.8pp | 67.9%-22.4pp |
| Annual return | -13.36% | -23.82%+10.5pp | -14.98%+1.6pp | -7.85%-5.5pp |
| Employer contribution / active EE | $398 | $2,692-85.2% | $4,232-90.6% | $2,597-84.7% |
| Participant deferral / active EE | $2,654 | $4,148-36.0% | $5,601-52.6% | $4,028-34.1% |
| Admin fee / account holder | $1,372 | $6,583-79.2% | $10,328-86.7% | $5,404-74.6% |