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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 | $57,094 | $73,102-21.9% | $123,553-53.8% | $56,289+1.4% |
| Participation rate | 68.5% | 74.3%-5.8pp | 82.3%-13.8pp | 69.9%-1.3pp |
| Annual return | -1.83% | 3.01%-4.8pp | 119.21%-121.0pp | -9.96%+8.1pp |
| Employer contribution / active EE | $332 | $2,977-88.9% | $4,628-92.8% | $2,111-84.3% |
| Participant deferral / active EE | $4,041 | $5,423-25.5% | $6,426-37.1% | $3,350+20.6% |
| Admin fee / account holder | $8,071 | $554+1357.6% | $9,284-13.1% | $521+1449.2% |