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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 | $70,695 | $50,958+38.7% | $74,552-5.2% | $64,181+10.1% |
| Participation rate | 30.7% | 61.1%-30.4pp | 69.1%-38.5pp | 69.6%-38.9pp |
| Annual return | -6.37% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $112 | $1,115-89.9% | $1,961-94.3% | $2,381-95.3% |
| Participant deferral / active EE | $1,960 | $2,301-14.8% | $3,108-36.9% | $3,470-43.5% |
| Admin fee / account holder | $2,021 | $4,223-52.1% | $5,060-60.1% | $4,887-58.7% |