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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 | $61,360 | $43,730+40.3% | $121,220-49.4% | $64,173-4.4% |
| Participation rate | 38.1% | 58.3%-20.2pp | 71.8%-33.7pp | 69.6%-31.5pp |
| Annual return | -3.28% | 68.94%-72.2pp | 16.94%-20.2pp | 7.63%-10.9pp |
| Employer contribution / active EE | $229 | $1,297-82.4% | $4,023-94.3% | $2,381-90.4% |
| Participant deferral / active EE | $2,665 | $2,281+16.8% | $3,345-20.3% | $3,470-23.2% |
| Admin fee / account holder | $9,960 | $3,502+184.4% | $5,021+98.4% | $4,887+103.8% |