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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 | $31,328 | $73,839-57.6% | $143,788-78.2% | $68,495-54.3% |
| Participation rate | 61.9% | 66.7%-4.8pp | 80.3%-18.4pp | 67.9%-6.0pp |
| Annual return | -15.48% | 1.01%-16.5pp | -0.03%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $335 | $3,184-89.5% | $4,952-93.2% | $2,596-87.1% |
| Participant deferral / active EE | $3,557 | $3,384+5.1% | $5,638-36.9% | $4,028-11.7% |
| Admin fee / account holder | $6,455 | $5,755+12.2% | $14,675-56.0% | $5,403+19.5% |