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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 | $29,688 | $81,870-63.7% | $119,634-75.2% | $68,490-56.7% |
| Participation rate | 55.4% | 71.9%-16.5pp | 79.3%-23.9pp | 67.9%-12.5pp |
| Annual return | -15.75% | -23.82%+8.1pp | -14.98%-0.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $685 | $2,692-74.5% | $4,232-83.8% | $2,597-73.6% |
| Participant deferral / active EE | $2,794 | $4,148-32.6% | $5,601-50.1% | $4,028-30.6% |
| Admin fee / account holder | $13,074 | $6,583+98.6% | $10,329+26.6% | $5,403+142.0% |