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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 | $33,793 | $72,620-53.5% | $90,756-62.8% | $66,930-49.5% |
| Participation rate | 65.7% | 73.7%-8.0pp | 75.7%-10.0pp | 69.8%-4.1pp |
| Annual return | -15.67% | -12.28%-3.4pp | -12.16%-3.5pp | 1.57%-17.2pp |
| Employer contribution / active EE | $314 | $2,369-86.7% | $2,922-89.2% | $2,545-87.6% |
| Participant deferral / active EE | $3,035 | $3,979-23.7% | $4,565-33.5% | $4,238-28.4% |
| Admin fee / account holder | $4,557 | $707+544.3% | $8,445-46.0% | $593+668.0% |