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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 | $85,152 | $71,480+19.1% | $90,782-6.2% | $64,173+32.7% |
| Participation rate | 27.1% | 77.6%-50.5pp | 82.7%-55.6pp | 69.6%-42.5pp |
| Annual return | -5.50% | -4.25%-1.3pp | -3.42%-2.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $291 | $3,415-91.5% | $4,105-92.9% | $2,381-87.8% |
| Participant deferral / active EE | $1,709 | $4,302-60.3% | $5,366-68.2% | $3,470-50.7% |
| Admin fee / account holder | $5,361 | $6,309-15.0% | $5,908-9.3% | $4,887+9.7% |