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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 | $63,566 | $61,660+3.1% | $80,022-20.6% | $64,181-1.0% |
| Participation rate | 67.9% | 71.7%-3.8pp | 75.8%-8.0pp | 69.6%-1.7pp |
| Annual return | -4.68% | -0.33%-4.3pp | 11.22%-15.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,081 | $2,968+3.8% | $3,686-16.4% | $3,470-11.2% |
| Admin fee / account holder | $12,141 | $5,417+124.1% | $6,521+86.2% | $4,887+148.4% |