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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 | $95,833 | $64,719+48.1% | $112,249-14.6% | $68,486+39.9% |
| Participation rate | 54.0% | 67.2%-13.2pp | 75.1%-21.1pp | 67.9%-13.9pp |
| Annual return | -14.96% | -11.40%-3.6pp | 27.48%-42.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $359 | $2,747-86.9% | $3,636-90.1% | $2,597-86.2% |
| Participant deferral / active EE | $2,066 | $3,565-42.1% | $4,729-56.3% | $4,028-48.7% |
| Admin fee / account holder | $1,129 | $5,232-78.4% | $6,412-82.4% | $5,404-79.1% |