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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 | $66,463 | $50,958+30.4% | $74,552-10.8% | $64,181+3.6% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -5.86% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $30 | $1,115-97.3% | $1,961-98.5% | $2,381-98.7% |
| Participant deferral / active EE | $2,998 | $2,301+30.3% | $3,108-3.5% | $3,470-13.6% |
| Admin fee / account holder | $3,679 | $4,223-12.9% | $5,060-27.3% | $4,887-24.7% |