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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 | $60,570 | $57,350+5.6% | $83,850-27.8% | $64,181-5.6% |
| Participation rate | 55.3% | 68.6%-13.3pp | 76.1%-20.9pp | 69.6%-14.3pp |
| Annual return | -7.07% | 11.38%-18.4pp | 850.92%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $296 | $2,545-88.4% | $3,631-91.9% | $2,381-87.6% |
| Participant deferral / active EE | $2,184 | $2,993-27.0% | $4,082-46.5% | $3,470-37.0% |
| Admin fee / account holder | $1,227 | $4,046-69.7% | $5,478-77.6% | $4,887-74.9% |