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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 | $100,280 | $81,870+22.5% | $119,622-16.2% | $68,486+46.4% |
| Participation rate | 63.9% | 71.9%-8.0pp | 79.3%-15.4pp | 67.9%-4.0pp |
| Annual return | -13.04% | -23.82%+10.8pp | -14.98%+1.9pp | -7.85%-5.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,885 | $4,148-30.5% | $5,601-48.5% | $4,028-28.4% |
| Admin fee / account holder | $617 | $6,583-90.6% | $10,328-94.0% | $5,404-88.6% |