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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 | $69,875 | $59,819+16.8% | $79,583-12.2% | $68,490+2.0% |
| Participation rate | 43.2% | 61.1%-17.8pp | 69.5%-26.2pp | 67.9%-24.7pp |
| Annual return | -14.40% | -12.30%-2.1pp | 0.16%-14.6pp | -7.85%-6.5pp |
| Employer contribution / active EE | $220 | $1,505-85.4% | $2,414-90.9% | $2,597-91.5% |
| Participant deferral / active EE | $4,738 | $3,025+56.7% | $3,986+18.9% | $4,028+17.6% |
| Admin fee / account holder | $4,168 | $4,835-13.8% | $6,835-39.0% | $5,403-22.9% |