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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 | $51,050 | $43,730+16.7% | $121,220-57.9% | $64,173-20.4% |
| Participation rate | 61.1% | 58.3%+2.8pp | 71.8%-10.6pp | 69.6%-8.5pp |
| Annual return | -3.01% | 68.94%-72.0pp | 16.94%-19.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $90 | $1,297-93.0% | $4,023-97.8% | $2,381-96.2% |
| Participant deferral / active EE | $906 | $2,281-60.3% | $3,345-72.9% | $3,470-73.9% |
| Admin fee / account holder | $11,700 | $3,502+234.1% | $5,021+133.0% | $4,887+139.4% |