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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 | $81,454 | $72,639+12.1% | $90,766-10.3% | $66,949+21.7% |
| Participation rate | 39.6% | 73.7%-34.1pp | 75.7%-36.1pp | 69.8%-30.2pp |
| Annual return | -14.81% | -12.28%-2.5pp | -12.16%-2.7pp | 1.57%-16.4pp |
| Employer contribution / active EE | $384 | $2,369-83.8% | $2,922-86.9% | $2,545-84.9% |
| Participant deferral / active EE | $2,675 | $3,979-32.8% | $4,565-41.4% | $4,239-36.9% |
| Admin fee / account holder | $4,198 | $708+493.4% | $8,446-50.3% | $594+607.3% |