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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 | $70,615 | $59,834+18.0% | $79,576-11.3% | $68,495+3.1% |
| Participation rate | 23.7% | 61.1%-37.4pp | 69.5%-45.8pp | 67.9%-44.2pp |
| Annual return | -17.13% | -12.30%-4.8pp | 0.15%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $309 | $1,505-79.4% | $2,413-87.2% | $2,596-88.1% |
| Participant deferral / active EE | $2,556 | $3,024-15.5% | $3,985-35.9% | $4,028-36.5% |
| Admin fee / account holder | $8,558 | $4,835+77.0% | $6,834+25.2% | $5,403+58.4% |