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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 | $40,296 | $64,729-37.7% | $112,263-64.1% | $68,490-41.2% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -15.94% | -11.40%-4.5pp | 27.49%-43.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $591 | $2,746-78.5% | $3,636-83.8% | $2,597-77.3% |
| Participant deferral / active EE | $2,370 | $3,566-33.5% | $4,729-49.9% | $4,028-41.2% |
| Admin fee / account holder | $1,924 | $5,222-63.1% | $6,410-70.0% | $5,403-64.4% |