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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 | $52,276 | $45,872+14.0% | $77,096-32.2% | $68,486-23.7% |
| Participation rate | 60.5% | 55.9%+4.6pp | 67.9%-7.4pp | 67.9%-7.4pp |
| Annual return | -18.02% | 1.73%-19.7pp | 42.35%-60.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $48 | $1,650-97.1% | $2,814-98.3% | $2,597-98.2% |
| Participant deferral / active EE | $5,459 | $2,963+84.2% | $4,429+23.2% | $4,028+35.5% |
| Admin fee / account holder | $1,811 | $3,041-40.4% | $5,428-66.6% | $5,404-66.5% |