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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 | $42,354 | $45,872-7.7% | $77,100-45.1% | $68,490-38.2% |
| Participation rate | 64.4% | 55.9%+8.5pp | 67.9%-3.5pp | 67.9%-3.5pp |
| Annual return | -18.56% | 1.73%-20.3pp | 42.35%-60.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,857 | $2,963-37.3% | $4,430-58.1% | $4,028-53.9% |
| Admin fee / account holder | $1,737 | $3,041-42.9% | $5,443-68.1% | $5,403-67.8% |