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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 | $58,383 | $71,873-18.8% | $86,698-32.7% | $68,490-14.8% |
| Participation rate | 65.5% | 72.2%-6.7pp | 76.6%-11.1pp | 67.9%-2.4pp |
| Annual return | -13.30% | 3.54%-16.8pp | 35.96%-49.3pp | -7.85%-5.4pp |
| Employer contribution / active EE | $293 | $2,173-86.5% | $2,837-89.7% | $2,597-88.7% |
| Participant deferral / active EE | $1,767 | $3,779-53.3% | $4,656-62.1% | $4,028-56.1% |
| Admin fee / account holder | $889 | $6,110-85.4% | $7,492-88.1% | $5,403-83.5% |