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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 | $60,516 | $25,979+132.9% | $71,778-15.7% | $68,490-11.6% |
| Participation rate | 55.6% | 54.5%+1.1pp | 62.3%-6.8pp | 67.9%-12.3pp |
| Annual return | 5.07% | -15.10%+20.2pp | 9.15%-4.1pp | -7.85%+12.9pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,404 | $1,522+57.9% | $2,656-9.5% | $4,028-40.3% |
| Admin fee / account holder | $33,104 | $2,022+1537.5% | $3,974+733.1% | $5,403+512.7% |