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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 | $94,025 | $110,083-14.6% | $151,639-38.0% | $68,486+37.3% |
| Participation rate | 50.9% | 84.0%-33.0pp | 87.5%-36.5pp | 67.9%-17.0pp |
| Annual return | -16.71% | -10.12%-6.6pp | 3.34%-20.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,123 | $4,470-74.9% | $6,165-81.8% | $2,597-56.7% |
| Participant deferral / active EE | $4,231 | $6,526-35.2% | $8,363-49.4% | $4,028+5.1% |
| Admin fee / account holder | $6,998 | $7,718-9.3% | $11,613-39.7% | $5,404+29.5% |