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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 | $78,846 | $57,352+37.5% | $83,830-5.9% | $64,173+22.9% |
| Participation rate | 53.2% | 68.6%-15.4pp | 76.1%-23.0pp | 69.6%-16.4pp |
| Annual return | -3.99% | 11.38%-15.4pp | 850.97%-855.0pp | 7.63%-11.6pp |
| Employer contribution / active EE | $143 | $2,546-94.4% | $3,631-96.1% | $2,381-94.0% |
| Participant deferral / active EE | $1,488 | $2,993-50.3% | $4,082-63.5% | $3,470-57.1% |
| Admin fee / account holder | $4,353 | $4,046+7.6% | $5,479-20.5% | $4,887-10.9% |