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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 | $73,038 | $64,719+12.9% | $112,249-34.9% | $68,486+6.6% |
| Participation rate | 63.8% | 67.2%-3.3pp | 75.1%-11.2pp | 67.9%-4.1pp |
| Annual return | -16.97% | -11.40%-5.6pp | 27.48%-44.5pp | -7.85%-9.1pp |
| Employer contribution / active EE | $551 | $2,747-79.9% | $3,636-84.8% | $2,597-78.8% |
| Participant deferral / active EE | $2,031 | $3,565-43.0% | $4,729-57.1% | $4,028-49.6% |
| Admin fee / account holder | $7,792 | $5,232+48.9% | $6,412+21.5% | $5,404+44.2% |