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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 | $86,723 | $64,729+34.0% | $112,263-22.7% | $68,490+26.6% |
| Participation rate | 67.4% | 67.2%+0.3pp | 75.1%-7.6pp | 67.9%-0.5pp |
| Annual return | -17.45% | -11.40%-6.1pp | 27.49%-44.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $125 | $2,746-95.4% | $3,636-96.6% | $2,597-95.2% |
| Participant deferral / active EE | $2,508 | $3,566-29.7% | $4,729-47.0% | $4,028-37.7% |
| Admin fee / account holder | $1,264 | $5,222-75.8% | $6,410-80.3% | $5,403-76.6% |