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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 | $82,265 | $64,716+27.1% | $112,258-26.7% | $68,495+20.1% |
| Participation rate | 61.9% | 67.2%-5.2pp | 75.1%-13.2pp | 67.9%-6.0pp |
| Annual return | -12.02% | -11.40%-0.6pp | 27.47%-39.5pp | -7.84%-4.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,542 | $3,565+55.5% | $4,728+17.2% | $4,028+37.6% |
| Admin fee / account holder | $1,100 | $5,232-79.0% | $6,411-82.8% | $5,403-79.6% |