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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 | $66,183 | $57,352+15.4% | $83,831-21.1% | $64,173+3.1% |
| Participation rate | 60.5% | 68.6%-8.1pp | 76.1%-15.6pp | 69.6%-9.0pp |
| Annual return | -7.62% | 11.38%-19.0pp | 850.99%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,712 | $2,993-9.4% | $4,082-33.6% | $3,470-21.8% |
| Admin fee / account holder | $4,204 | $4,046+3.9% | $5,479-23.3% | $4,887-14.0% |