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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 | $68,352 | $81,870-16.5% | $119,634-42.9% | $68,490-0.2% |
| Participation rate | 66.0% | 71.9%-5.9pp | 79.3%-13.3pp | 67.9%-1.9pp |
| Annual return | -13.44% | -23.82%+10.4pp | -14.98%+1.5pp | -7.85%-5.6pp |
| Employer contribution / active EE | $633 | $2,692-76.5% | $4,232-85.1% | $2,597-75.6% |
| Participant deferral / active EE | $2,277 | $4,148-45.1% | $5,601-59.3% | $4,028-43.5% |
| Admin fee / account holder | $7,245 | $6,583+10.1% | $10,329-29.9% | $5,403+34.1% |