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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 | $61,279 | $59,834+2.4% | $79,576-23.0% | $68,495-10.5% |
| Participation rate | 59.3% | 61.1%-1.8pp | 69.5%-10.2pp | 67.9%-8.6pp |
| Annual return | -15.43% | -12.30%-3.1pp | 0.15%-15.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $187 | $1,505-87.6% | $2,413-92.2% | $2,596-92.8% |
| Participant deferral / active EE | $1,320 | $3,024-56.3% | $3,985-66.9% | $4,028-67.2% |
| Admin fee / account holder | $23,348 | $4,835+382.9% | $6,834+241.6% | $5,403+332.1% |