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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 | $50,405 | $43,730+15.3% | $121,220-58.4% | $64,173-21.5% |
| Participation rate | 51.1% | 58.3%-7.2pp | 71.8%-20.6pp | 69.6%-18.5pp |
| Annual return | -6.18% | 68.94%-75.1pp | 16.94%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $159 | $1,297-87.8% | $4,023-96.1% | $2,381-93.3% |
| Participant deferral / active EE | $2,347 | $2,281+2.9% | $3,345-29.8% | $3,470-32.4% |
| Admin fee / account holder | $729 | $3,502-79.2% | $5,021-85.5% | $4,887-85.1% |