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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 | $32,657 | $45,872-28.8% | $77,081-57.6% | $68,495-52.3% |
| Participation rate | 66.7% | 55.9%+10.7pp | 67.9%-1.2pp | 67.9%-1.2pp |
| Annual return | -16.96% | 1.73%-18.7pp | 42.33%-59.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $211 | $1,650-87.2% | $2,813-92.5% | $2,596-91.9% |
| Participant deferral / active EE | $2,771 | $2,963-6.5% | $4,428-37.4% | $4,028-31.2% |
| Admin fee / account holder | $5,344 | $3,041+75.7% | $5,427-1.5% | $5,403-1.1% |