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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 | $68,784 | $77,816-11.6% | $123,549-44.3% | $64,181+7.2% |
| Participation rate | 67.4% | 74.7%-7.3pp | 82.3%-14.9pp | 69.6%-2.2pp |
| Annual return | -5.81% | 12.49%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $28 | $3,014-99.1% | $4,628-99.4% | $2,381-98.8% |
| Participant deferral / active EE | $7,327 | $5,240+39.8% | $6,426+14.0% | $3,470+111.2% |
| Admin fee / account holder | $12,606 | $5,519+128.4% | $9,284+35.8% | $4,887+157.9% |