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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 | $99,863 | $45,872+117.7% | $77,100+29.5% | $68,490+45.8% |
| Participation rate | 63.3% | 55.9%+7.4pp | 67.9%-4.6pp | 67.9%-4.6pp |
| Annual return | -16.66% | 1.73%-18.4pp | 42.35%-59.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $908 | $2,963-69.3% | $4,430-79.5% | $4,028-77.4% |
| Admin fee / account holder | $4,486 | $3,041+47.5% | $5,443-17.6% | $5,403-17.0% |