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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 | $75,225 | $71,872+4.7% | $86,691-13.2% | $68,495+9.8% |
| Participation rate | 43.1% | 72.2%-29.1pp | 76.6%-33.4pp | 67.9%-24.8pp |
| Annual return | -13.96% | 3.53%-17.5pp | 35.94%-49.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $159 | $2,173-92.7% | $2,837-94.4% | $2,596-93.9% |
| Participant deferral / active EE | $2,393 | $3,779-36.7% | $4,656-48.6% | $4,028-40.6% |
| Admin fee / account holder | $3,757 | $6,112-38.5% | $7,492-49.9% | $5,403-30.5% |