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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 | $69,152 | $61,660+12.2% | $80,022-13.6% | $64,173+7.8% |
| Participation rate | 46.4% | 71.7%-25.3pp | 75.8%-29.4pp | 69.6%-23.1pp |
| Annual return | -3.40% | -0.33%-3.1pp | 11.22%-14.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $265 | $1,810-85.4% | $2,468-89.3% | $2,381-88.9% |
| Participant deferral / active EE | $1,492 | $2,968-49.7% | $3,686-59.5% | $3,470-57.0% |
| Admin fee / account holder | $4,526 | $5,417-16.5% | $6,521-30.6% | $4,887-7.4% |