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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 | $73,119 | $65,437+11.7% | $86,698-15.7% | $66,949+9.2% |
| Participation rate | 54.7% | 75.5%-20.8pp | 76.6%-21.9pp | 69.8%-15.1pp |
| Annual return | -14.95% | -10.91%-4.0pp | 35.96%-50.9pp | 1.57%-16.5pp |
| Employer contribution / active EE | $391 | $2,154-81.9% | $2,837-86.2% | $2,545-84.7% |
| Participant deferral / active EE | $2,604 | $4,102-36.5% | $4,656-44.1% | $4,239-38.6% |
| Admin fee / account holder | $2,274 | $642+254.3% | $7,492-69.6% | $594+283.1% |