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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 | $76,415 | $64,719+18.1% | $112,249-31.9% | $68,486+11.6% |
| Participation rate | 30.9% | 67.2%-36.2pp | 75.1%-44.1pp | 67.9%-37.0pp |
| Annual return | -14.35% | -11.40%-3.0pp | 27.48%-41.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $644 | $2,747-76.5% | $3,636-82.3% | $2,597-75.2% |
| Participant deferral / active EE | $2,718 | $3,565-23.8% | $4,729-42.5% | $4,028-32.5% |
| Admin fee / account holder | $12,566 | $5,232+140.2% | $6,412+96.0% | $5,404+132.5% |