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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 | $83,017 | $71,873+15.5% | $86,698-4.2% | $68,490+21.2% |
| Participation rate | 61.0% | 72.2%-11.3pp | 76.6%-15.6pp | 67.9%-6.9pp |
| Annual return | 1.99% | 3.54%-1.5pp | 35.96%-34.0pp | -7.85%+9.8pp |
| Employer contribution / active EE | $168 | $2,173-92.3% | $2,837-94.1% | $2,597-93.5% |
| Participant deferral / active EE | $2,051 | $3,779-45.7% | $4,656-55.9% | $4,028-49.1% |
| Admin fee / account holder | $2,150 | $6,110-64.8% | $7,492-71.3% | $5,403-60.2% |